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Luke Will Becomes CERTIFIED FINANCIAL PLANNER(TM) Professional!

Certification marks those who have met extensive experience and ethical requirements as well as coursework and examination Luke E. J. Will, CFP®, AAMS®, Financial Advisor of Navigation Wealth Management in Pewaukee, WI has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER(TM) and CFP(R) certification marks […]

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8 Questions a Financial Consultant Can Help You Answer

Navigating your finances is a full-time job that requires strict attention to detail. But do you really have the time, energy, and knowledge to keep your finances in order; everything from a monthly budget to retirement savings and more? Probably not. That’s why you need a financial consultant. A good financial consultant handles financial futures […]

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Not Only Stocks: Investing Activities Without the Stock Market

By some measures, investing is the number one way to go if you’re starting to think about saving for retirement. When you invest your money, you can watch it grow over time, sometimes in marvelous and unexpected ways. Beginner investors have a lot of questions, though. “Where should I invest and how much?” If you’re […]

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Retirement 101: Why Do I Need a Financial Advisor?

Are you investing in your retirement? Yes? Good on you. You’re one step closer to a financially secure life after work. But are you working with a financial advisor to help with the process? No? Well, you probably want to. Indeed, 54% of people investing in their retirement, without the support of an advisor, wish […]

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7 Major Signs It’s Time To Retire

It’s the ultimate gamble. Retire too soon, and you risk financial ruin or days on end of boredom. Wait too long, and you’ve missed the prime retirement years when you still have the energy (and good health) to enjoy your work-free days. How do you know when it’s time to retire? Well, there’s no magic […]

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when should i retire

The Age Old Question: When Should I Retire?

Have you ever asked yourself questions about retirement? For example, “how old do I have to be to retire?” or “how much do I need to save before I retire?” or even simply, “when should I retire?” If you’re a young adult, retirement probably seems so far off that you haven’t given it much, if […]

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What is The Best Age to Collect Social Security Benefits?

Are you tired? Tired of the daily grind, the rat race, of getting up every day and putting on a suit (or blouse)? If you’re in your sixties, you’re probably dreaming of retirement. And retirement means getting checks from the SSA (really from your past self) in the mail. But when should you start? Should […]

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Roth IRA vs Traditional IRA

Roth IRA vs Traditional IRA: What’s the Difference?

An IRA or individual retirement account is a good way for you to save for the future. As the name implies, you’re saving for retirement. When you go to open up and IRA, you may have the choice between a Roth IRA and a Traditional IRA. While both are similar in nature, each comes with […]

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Are you asking yourself, "How much do I need to retire?" Read on to figure out how much money you need to retire.

How Much Do I Need to Retire?

“How much do I need to retire?” It’s a common refrain among workers of all ages. The closer you are to retirement age, though, the more you’re likely thinking about it. You’ve probably heard advice like you’ll need $1 million saved to retire. Other people will recommend a certain percentage of your pre-tax income. Others […]

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Handling market volatility close to retirement

Commentary from our firm that offers insight into timely events and news that shapes our financial world. Key Tips Through Tough Markets 1. Volatility is normal The reason we expect higher long-term returns on stocks than on cash and bonds is because they have greater volatility. We have to accept volatility in times like this to […]

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