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Reversing the Flow – Withdrawal Strategies for Your Retirement

Reversing the Flow – Withdrawal Strategies for Your Retirement

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 watched for years and have given you the sense of security now…

Growing Your Nest Egg – Investment Fundamentals 101

It’s everyone’s favorite question to ask a financial planner – “So what’s the market going to do?” And my favorite answer is…

Making Sure the Kids Move Out – Education Planning

Making Sure the Kids Move Out – Education Planning

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.

Having a Really Bad Day – Putting in Place a Basic Estate Plan

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

Your Greedy Uncle – Minimizing the Impact of Taxes

Your Greedy Uncle – Minimizing the Impact of Taxes

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.

Protecting Yourself and Your Family – The Importance of Insurance

Protecting Yourself and Your Family – The Importance of Insurance

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.

Enjoying Life AND Planning For the Future – Building a Savings Plan

There’s a famous saying that states “coffins have no pockets”. I could not agree more.

Where Does It All Go? – Understanding Income and Expenses

Where Does It All Go? – Understanding Income and Expenses

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

Any Road Will Get You There – Establishing Your Goals

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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