Investing is risky, have a financial plan that matches your portfolio to your goals. Think in terms of cash flow.
Investing Is Risky, Have a Plan
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Financial Planning
Financial Planning During a Market Correction
Market volatility comes and goes. When it’s here, use it take improve your retirement plan. Read more for tips to do today.
Webinar: Health And Wealth At Every Age
Success tends to be a combination of health and wealth. Considerations for a healthy life and a wealthy future depend on your age. Know what to do when by listening to this webinar.
Flourishing Financially: Using SMART Goals To Achieve Your Financial And Wellness Objectives
When planning for retirement, goals are about how much and when. Making retirement goals specific and actionable are only part of the puzzle to making sure they get done.
Setting and Achieving Financial Goals
Retirement planning is a math problem everyone can solve. First, you need to set retirement goals. Read more to learn how to set SMART retirement plans.
Roth IRA Tax Planning Strategy
Roth IRAs can make for wonderful tax planning tools when planning for retirement. See if they can work for your retirement plans. They may help you save taxes!
Sequence of Returns Risk
Should you prefer your retirement start with good returns or bad returns? Yes. Does it matter? A lot. The sequence of your investment returns in retirement and make or break retirement plans! Read more.
When Market Volatility Strikes
Volatility is part of investing. How you behave when it strikes can make or break retirement, investment, and financial plans. Be prepared for the next market drop.
Criminals Are Getting Creative to Scam Seniors
Everyone with a phone or an email address has been contacted by a scammer with some exciting news. Whether it’s a text from Amazon about a laptop you’ve just won. Responding can jeopardize your financial safety.
Life Planning Should Be Step One in Retirement Planning
Setting a life plan is about knowing why your money is important to you and what you want it to do for you. This is goal setting, and it is step one for retirement planning.
Start Saving at 30 Not 40 If You Want to Be a Millionaire
The early you start to save and invest, the higher the ending value over the long-term. That’s all thanks to compound interest. So, get a financial plan to get you saving today.
Balancing Capital Gains and Roth Conversions
A choice faced in many financial plans is whether to take capital gains or convert funds to a Roth IRA. Either option can make sense. Read more on how to figure capital gains and Roth conversions into your financial plans.
Financial Planning Is Forecasting
We cannot predict the future. That is true. Yet, when creating financial and retirement plans we have to create a forecast of the future. Read more on how to use reasonable assumptions for your financial and retirement plans.
Options Are Great, But Too Many Can Be Debilitating
Building a retirement income portfolio comes with hundreds of options, from asset class selection, to picking the actual investments.
Good Debt. Bad Debt. Smart Debt.
Debt isn’t bad by itself. It can even be used to create wealth for your retirement. Just make sure you include it in your financial plan intentionally.
What’s a Fiduciary Financial Adviser and Why Should I Care?
Know the difference between a fiduciary financial adviser and everyone else. We are a fiduciary adviser because we believe that limits the conflicts of interests between us and the clients we serve.
Mastering Cash Flow
Having a spending plan can help you achieve financial independence. Don’t think of it as budgeting, think of it as awareness. And awareness sets you free.
11 Year End Planning Items to Consider for 2020
2020 Yearend Financial Planning checklist to tidy up portfolios, personal financials, get a head start on tax planning, and other money items before 2020 ends on December 31.