By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC It’s no secret that for many Americans, Medicare is a significant part of their healthcare plan in retirement. Despite its importance, many people don’t understand Medicare or the full scope of benefits to which they are entitled. Unfortunately, not having a complete picture of the system and how… Continue reading VIDEO: What You Need to Know About Your Medicare Plan
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC The years leading up to retirement can be exciting but overwhelming. There’s a lot to do to prepare for this next chapter of life, including learning about your Social Security benefits. This video guide can help you understand how your benefits work, how to maximize them, and, most… Continue reading VIDEO: When Should You Collect Your Social Security Benefit?
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC It’s impossible to go through life without making mistakes—they’re just a part of being human. In fact, we often learn from mistakes of the past to make better decisions in the future. However, when it comes to retirement, there are no do-overs. To make sure things go… Continue reading VIDEO: Common Retirement Mistakes and How to Avoid Them
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Traveling, especially with family and friends, is one of my passions outside of financial planning. I have been blessed to travel all over the world, and I look forward to many more trips in the future. Some of my favorite travel experiences include road trips with my… Continue reading VIDEO: Favorite Places I’ve Traveled
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Retirement can seem like this vague event that’s too far off in the future to worry about. You can plan your retirement, save for retirement, and most people even spend their days dreaming about it, but we often don’t pay attention to the nuances of each stage… Continue reading VIDEO: Understanding the Phases of Retirement Planning
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Worth Asset Management is driven by the goal of providing best-in-class financial planning with clarity as you plan for and transition into retirement. As a founding member of Worth Asset, my goal was to focus more on my clients, providing the best possible experience and offering strategies… Continue reading VIDEO: 5 Strategies for Saving Taxes in Retirement
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Finding a professional you can trust to help you navigate your financial worries and hopes is no small feat. Whatever motivated you to consider seeking help, we want you to know that we at Worth Asset Management are your advocates. We are dedicated to putting you first, always,… Continue reading See What Clients Are Saying About Us!
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC When you retire, you embark on a brand-new journey, unlike anything you’ve ever experienced. You leave the comforts of a steady paycheck and structured schedule and head into the unknown of finite resources and endless free time. It’s quite the opposite of what you’ve done all your… Continue reading VIDEO: The Top 5 Financial Planning Challenges in the First 10 Years of Retirement
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC After the dramatic events of the last couple years, it would be all too easy to only focus only on the bad… But I always tell my daughters that every event only has two possible outcomes: success or learning. There are no failures! So this Thanksgiving, we at… Continue reading Happy Thanksgiving: Practicing Gratitude
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Life is full of unexpected twists and turns. We may start in one career but end up somewhere completely different. Our experiences may show us other areas we want to pursue or open doors to new opportunities. That’s exactly how I found my way into my career… Continue reading Why I Became a Financial Advisor
