Many parents want to help their adult children financially, but, doing so haphazardly can sink their retirement.
This is especially true given the large number of couples housing adult children since the pandemic. It’s compounded by the fact that many older couples have inherited money and would like to help their children get ahead—without harming their own financial security. Article by: Mike Leverty
"We aim to help clients understand and quantify the impact of this support on their original plan. Rather than imposing decisions on our clients, we strive to offer them a thorough comprehension of how such assistance affects their financial strategy. By quantifying the impact, we hope to prepare our clients with the knowledge and resources needed to navigate these difficult financial decisions" - Mike Leverty
"Reaching milestones shouldn't signal an entry or exit point. If time is on your side, consider getting off the sidelines with gradual investments through dollar-cost averaging, even in a high-valuation market." - Luke Keene
Early retirement is an increasingly popular option for many people, driven by factors such as return-to-office mandates, corporate layoffs, and a post-pandemic desire for a better work-life balance. Article by: Mike Leverty
