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  3. June 2013

June 2013

Are You Making The “Common” Retirement Mistakes?

Submitted by Wale Advisory Group on June 27th, 2013

Decisions are not always easy. Retirement decisions can be even harder. So how do you know if you’re making the best decisions that will positively impact your retirement? Good question! And we have the answers, but we have to sit down with you to understand your story as a whole, before we can give you those answers. 

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So You Want To Retire By 40?

Submitted by Wale Advisory Group on June 13th, 2013

Picture it: Traveling the world. Laying on the beach with your feet in warm black sand. Mimosas at 10am. All this to look forward to in your retirement, except you’re only 40! Is it possible? Absolutely. With a lot of discipline and proper planning, this can be your reality too.

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Women, Retirement, & Investing

Submitted by Wale Advisory Group on June 5th, 2013

Do men take more risks when it comes to investments? A recent study says, YES! This doesn’t surprise us in the least bit.

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Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

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