Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Share |

Related Content

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Featured Team Member

Richard Clonch, JD, CFP^®, ChFEBC℠, CRPC^®, CRPS^®

Richard is the CEO and Founder of PlanVest Financial. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Working closely with his clients, Richard provides...

Michael C. Mattison, ChFEBC℠

Mike is a retirement distribution planning specialist who has been published and has trained more than 2,000 financial professionals across the country. Additionally, Mike is Nationally recognized as a public speaker on financial...

Robert L. Behr, MBA, CPA, CRPC^®, AAMS^®

Robert works to develop long-term partnerships with clients seeking a broad array of advice, including: counseling on their investments; risk management; liabilities management; and estate and retirement planning. His recommendations...

Zach Payne, CFP^®, ChFEBC℠

Zach is a CERTIFIED FINANCIAL PLANNER^TM professional who works closely with clients on their retirement planning and asset management needs. In addition to serving his own clients, Zach is the Director of Financial Planning...

Kaily Granados

As a Client Services Associate for PlanVest Financial, Kaily enjoys providing administrative support and working with the software we use. She has several years of banking, customer service and technical experience in a variety of...