Everyone knows they need a financial plan, they just aren’t quite sure how to go about building one.
You’ll find ten lessons below that should help you with your journey to financial independence. If you still have questions after reviewing them, give us a call and let’s talk about how we can implement our proven solutions and make a plan to reach your goals.
- Lesson #1 -Any Road Will Get You There – Establishing Your Goals
- Lesson #2 -Where Does It All Go? – Understanding Income and Expenses
- Lesson #3 – Enjoying Life AND Planning For the Future – Building a Savings Plan
- Lesson #4 – Protecting Yourself and Your Family – The Importance of Insurance
- Lesson #5 – Your Greedy Uncle – Minimizing the Impact of Taxes
- Lesson #6 – Having a Really Bad Day – Putting in Place a Basic Estate Plan
- Lesson #7 – Making Sure the Kids Move Out – Education Planning
- Lesson #8 – Growing Your Nest Egg – Investment Fundamentals 101
- Lesson #9 – Reversing the Flow – Withdrawal Strategies for Your Retirement
- Lesson #10 – It Doesn’t Just Happen – The Importance of Execution and Monitoring
General George S. Patton captured the essence of the final step: “A good plan violently executed today is far and away better than a perfect plan next week” And if you’re not a fan of Patton, I’d offer this all-time favorite: The road to hell is paved with good...
One of the biggest shocks that folks often experience is when they make the transition from “accumulation” to “decumulation”. Suddenly the monthly habit of saving and putting money away becomes one of pulling money OUT of the accounts. Those balances that you have...
It’s everyone’s favorite question to ask a financial planner – “So what’s the market going to do?” And my favorite answer is…
Education is near and dear to me. My wife spent four plus years as a teacher, and I invested the time to get my BS, MS, and PhD degrees in engineering.
One of the most important parts of the financial planning process is addressing the issue of estate planning. While estate planning can be extremely complicated, there are four key components that you should have in place
There are only two things that are certain: death and taxes. Now some folks will say paying taxes is “patriotic”; and, while I’ll concede, that we all have a moral and legal obligation to pay our taxes, I hardly consider paying more taxes patriotic.
If only everything went as planned…. Unfortunately, life does not work that way. And that’s why having a solid set of insurance policies in place is so important.
There’s a famous saying that states “coffins have no pockets”. I could not agree more.
How many times have you gotten to the end of the month and wondered – where in the world did we spend all of our money? Don’t fret, you are in very good company
Money for money’s sake does not really make a lot of sense. Rather, money is a vehicle through which life may be enjoyed. That begs two questions immediately
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