The Delayed Wealth Curve and Why It Can Feel Like You’re Behind
By Sergio V. Ortiz A Common Experience, With a Recognizable Pattern In my experience, there’s a moment that tends to surface for professionals in fields like dentistry, medicine, and other high-training careers. It feels like you’ve done everything required: years of education, years of training, often taking on significant debt along the way. You may […]
How to Think About Your Legacy Honeywell Pension Options
By Chase Gelardi, CFP® If you joined Honeywell before the pension plan was frozen in the early 2000s, there’s a good chance you still have a legacy benefit. If you’re approaching retirement, the decision tied to that benefit is no longer theoretical. In my experience, for many employees in this situation, the pension has been […]