Withum Wealth Management is a private wealth management firm specializing in lifestyle planning, personalized wealth counsel and tax-sensitive portfolio management.
Our qualified financial advisors and vast in-house resources allow for the seamless integration of diverse wealth related services. Whether you are a surviving spouse, selling a business, receiving an inheritance, recently divorced or possibly approaching retirement, we can help.
Life can be unpredictable but your financial future doesn’t have to be. Start securing your financial future today.
I recently asked a number of working individuals what their ideal retirement would be like. As you might imagine, there were a wide array of interesting and sometimes startling responses. Some look forward to more leisure time and the opportunity to travel with loved ones. Others don’t see retirement as a reason to slow down but rather to focus on new endeavors and adventures.
Regardless of what your ideal retirement might look like or how far off it may be, there are some steps that anyone can take to prepare for their next chapter.
Every year Barron’s, a widely respected financial news publication, interviews Wall Street’s “Top” Investment Strategists regarding their thoughts on the year ahead. Included in this article is a section where Barron’s asks each strategist to forecast which sectors they think will perform the best and worst over the coming year. Barron’s published their “2017 Outlook” on December 19, 2016.
Are you part of the baby boomer generation that now is surging into retirement? Or are you a member of "Generation X," which isn't far behind? In either case, some traditional ideas about retirement no longer may apply. Maybe the "new" 65 is 70 or even 75.
We are rapidly approaching the 30th anniversary of the infamous one day 22.6 decline in the stock market (October 19th 1987). And for those with shorter market memories, October 2017 will mark the ten-year anniversary of the market peak which preceded the “Great Recession”. As such, we thought it would make sense to briefly highlight the benefits (and perhaps simplicity) of long term investing.