Escient Financial

Blog categorized as Financial Planning

How Highly Successful People Set And Achieve Goals
You are 42% more likely to achieve your goals by simply writing them down. Learn this and more tips to achieving even your hardest goals.
Should Your Financial Planner be Local? Deciding Between Virtual & In-Person Financial Advice.
You may think you need to choose a financial advisor in your local area, but there are a lot of reasons not to limit your choices. Here are some factors to consider first when weighing your options.
When and How to Update Your Retirement Plan
Setting up a retirement strategy is one thing, but when and how do you adjust it?
6 Common Pre-Retirement Mistakes that Cost Dearly
Even with a good income, there are some big mistakes that can foul up your retirement, and the effects may not be realized until it’s too late.
Preparing Financially for 2024
2024 is upon us. Are you ready to navigate the new year financially? Here are some key steps you can take to start the journey into 2024 and beyond.
The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.
Save for Your Retirement
Are you saving enough for retirement? These tips will help you save the amount that you want for your retirement.
Selecting Benefits During Open Enrollment
Open enrollment is here, again. Navigate your employee benefit options with this guide.
4 Common Money Mistakes for Pre-Retirees
Here are four common mistakes soon-to-be retirees make regarding their money, so you can prepare now to make your transition into retirement a bit smoother.
Retirement Strategy: Money & Longevity
One of the biggest fears retirees have is running out of money during retirement. Longevity is a major factor in your retirement strategy.

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