Retirement Wisdom (The Series)

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In 2004, David Marotta wrote a seven part series originally titled “Retirement Wisdom.” The series explained the the seven principles to reaching your retirement goals.

Here are those seven articles:

And here they are republished in 2017 under new names:

How to Get Started with Retirement Planning

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Most of the assets you use to fund your retirement will come from compounded growth.

How to Set Retirement Goals

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A fee-only financial advisor can provide the decades of support and encouragement to make financial planning, effective life planning.

How to Protect Your Retirement

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For many investors, a fee-only advisor pays for themselves in reduced expenses alone.

How to Adjust Risk Appropriately for Retirement

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Risk is about understanding your own greed, fear and pride.

How to Readjust Your Retirement Plan

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Sometimes the change can be in a direction you did not expect.

How to Save for Retirement

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Every pay period, pay yourself first. You won’t miss what you don’t see.

How to Plan for Retirement

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Failure to plan for retirement is the primary reason why retirement plans fail.

Follow Megan Russell:

Chief Operating Officer, CFP®, APMA®

Megan Russell has worked with Marotta Wealth Management most of her life. She loves to find ways to make the complexities of financial planning accessible to everyone. She is the author of over 800 financial articles and is known for her expertise on tax planning.

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