Most people come into our office not knowing the difference between a stock and a bond, but knowing that they "should be investing." Different people will have different goals, timelines, and risk acceptance levels. Your portfolio (your "basket of investments") should be chosen carefully to weigh risk and return, and avoid fees whenever possible. There is no one right way to invest, but you should always follow a few basic guidelines.

This is the most common question we hear from new clients, and we've developed a in-depth retirement review to walk you through the process of retirement planning. We want to make sure that you don't miss anything before heading into retirement. You need to have a rock solid plan so you know exactly what you need to do, and when you need to do it.

Although everyone needs to decide at some point whether they have enough money to retire, there are some challenges that are unique to early retirees. Here are some of the most important things to think about if you're considering retiring early.