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The Lifeguard Wealth Blog

Publications, Insights & News




Countdown to Retirement Thumbnail

Countdown to Retirement

When you get to within five-to-ten years of when you expect to retire, the planning usually gets more serious. So far, you’ve probably thought about how much money to save every year, but now you need to think about lots of other issues that will guide you to a better estimate of how much you need to accumulate.

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The Fear of Offending Thumbnail

The Fear of Offending

We often let things go, even to our detriment, to avoid offending someone. This fear of offending can keep you in a bad relationship, keep you from making progress in your career or keep you from making sound financial and investment decisions.

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The Trouble with Convenience Thumbnail

The Trouble with Convenience

Young professionals beginning to accumulate wealth have grown up alongside some stunning advances in personal technology. Many such emerging investors were among the first generation for which computers in the classroom became a fixture, and they remember dialup internet.

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Set Your Goals Thumbnail

Set Your Goals

We work with people of all ages and in all stages of life. Most of the time there are multiple goals and part of our job is to help clients prioritize how they want to tackle them. Let’s take a moment to look at some typical goals by age to get you thinking about your own situation.

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