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Maintaining Realistic Expectations

Don't buy a lottery ticket to teach a financial lesson!
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Navigating Turbulence in Retirement Planning

Don't panic!
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A Plan Full of Options

We have a plan A, B, C, & D!
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Beneficiary Reviews

When was the last time you reviewed your beneficiary designations?
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The Three P's

PLAN-PROCESS-PARTNER
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Psychology of Emotional Choices

How do you make decisions?
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Weighing Your Wealth

How much does your retirement plan weigh?
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Your Future Self

Will your future self thank your current self?
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The Consistent Process

Are there inconsistentcies in your retirement plan?
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What's Your Speed Limit?

How fast is your retirement plan?
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Watching the News

Do you watch the news?
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Income Planning

Are you worried about making too much money in retirement?
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Several Accounts

Do you have numerous accounts scattered across several financial institutions?
Huffman Mayer Wealth Management Group of Wells Fargo Advisors

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