Category: Financial Planning

Financial Planning

Retirement Distribution Tax Planning

“Please consult your tax advisor.” This is the standard disclaimer brokerage firms give whenever a client requests a withdrawal from their retirement account. It’s their

Financial Planning

Fiduciary Standard

There are about 285,000 financial advisors nationwide. Quick question… how many of them do you think are legally required to put your interests ahead of

Financial Planning

New Year, New You

Maybe that’s why half of us simply forget about our old savings accounts.  Just like ignoring your health, ignoring your finances can have dire consequences.

Financial Planning

Retirement Tools

In order to succeed at anything, you’re going to need the right tools for the job. People can make all sorts of recommendations on how

Financial Planning

Great Questions To Ask An Advisor

Money is the most difficult topic to talk about There is a retirement crisis in America.  What makes this crisis even more difficult to face

Financial Planning

The Importance of Rebalancing

The Importance of Rebalancing Your Portfolio The financial planning process is an in-depth look  into a client’s financial health. Before a financial plan can be

Financial Planning

Investing 102

Investing 102 In my Investing 101 post, we talked about the basics of investing. We briefly covered the history of the stock and bond markets,

Financial Planning

DOJ Rule Change

Yesterday, the Department of Labor implemented new rules that require all financial service companies to act as a fiduciary for their clients. This important change

Financial Planning

What’s in a Name

When people ask what I do for a living, I tell them I’m a CEO of a financial planning firm. I always give folks a