early retirement

Early Retirement: Some of The Top Tips and Tricks for Achieving Your Goal

The most common age at which people retire in the United States is 62. It’s also when many people start experiencing more health problems which can make it difficult to enjoy retirement. For that reason, people have begun to look for ways to retire earlier than that. It’s a great opportunity to enjoy your life […]

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Roth IRA Benefits

Roth IRA: The Top Benefits You Should Know About

With a 51.6% increase in account balances growth from 2011-2013, it’s clear that people are going crazy over Roth IRAs.  And for good reason. Experts agree that Roth IRA, and Roth IRA benefits, are one of the most solid investment strategies. Why? Roth IRAs are only slightly different from their traditional counterpart, the IRA. The […]

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need a financial advisor

7 Reasons Why You May Need a Financial Advisor

Do you have trouble keeping your investment plan on track? Are you finding it difficult to manage your finances? If any of these questions describe you, then you need a financial advisor. This professional will help you with a number of tasks including tax strategies, organizing your finances, creating savings and investment decisions, and insurance […]

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5 Ways to Help Employees Who Are Retiring from Work

As your employees edge closer and closer to retirement, you as the employer have to come to terms with two not so pleasing facts. One, you are about to lose some of your favorite and most productive employees whom you’ve grown fond off over the years, and two, you might be unable to find someone […]

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social security benefits

A Guide to Social Security: When Are You Eligible to Collect?

Are you getting ready to retire? Maybe you have a while to go but are getting anxious about how you’ll survive without your paycheck? Most Americans look forward to retirement as a time to truly enjoy themselves for the first time in their lives. Their kids are adults, they have grandchildren and can spend their […]

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how much do you need to save for retirement

How Much Do You Need to Save for Retirement?

Have you been saving for your retirement? Have you been saving as much as you need to live a comfortable life once you stop working?  If you’re like a lot of Americans, unfortunately, the answer is “no.” Many families in the U.S. have no money saved for retirement, and the median retirement savings for all working […]

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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 Representative 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 may want to consider  a financial representative. A good financial representative […]

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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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