The Fear Behind the Excitement: Why Retirement Feels Scary Even When You’re Ready
Last week, one of our advisors spoke with a client who should have been celebrating. At 62, David had built a successful accounting practice, saved diligently, and according to every financial metric, was more than ready to retire. His portfolio could support his lifestyle. His health was good. His wife was excited about their travel plans.
Exploring the History of the Stock Market – and What it Means for the Future
The majority of the adults in the United States have money invested in the stock market. Whether it be indirectly, through things like retirement accounts and mutual funds or as individual investors who purchase and sell specific stocks, investment in the stock market is a key component of financial planning, retirement savings, and growing wealth.
Why Having a CFP® on Staff Matters
When it comes to financial guidance, there’s no shortage of titles and certifications in the industry—but not all of them carry the same weight. At The Tranel Financial Group, we’ve always believed that the quality of advice matters just as much as the relationship behind it. That’s why we’re proud to have a CFP® professional (Certified Financial Planner™) on our team.