Thoughts from the Ledge
Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
Thoughts from the Ledge
Anthony Morgillo, Vice President & Wealth Management Advisor, On the Importance of Having a Financial Plan
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A retirement-ready budget is useful, but it is only one part of a larger planning conversation. In a recent Thoughts from the Ledge episode, Anthony Morgillo and Scott Albraccio focused on the importance of having a financial plan — a roadmap that connects today’s decisions to tomorrow’s goals. That broader lens is important because retirement planning is rarely just about one number, one account, or one monthly spending target.