Many people don’t truly know what comprehensive financial planning is. They don’t understand that it is a process whereby a Financial Planner helps them to: (1) increase cash flow, (2) minimize taxation, (3) protect their assets (think cars, homes, investments, income, etc.), (4) be proactive and minimize risks, (5) pass assets efficiently and cost effectively […]
What Does A Comprehensive Financial Plan Look Like? Read More »
Have you ever really looked forward to something and then afterward found that there were unexpected surprises? My wife and I recently returned from a 3 week trip to Hawaii where we spent some quality time visiting with my dad, stepmom, and sister who live there. The time away provided an opportunity to relax,
Unexpected Lessons From Hawaii Read More »
Recently I blogged about the importance of no longer using Mutual Funds. One of the reasons for making this bold statement is that Mutual Funds are often times actively managed investments and as a result incur unnecessary taxation and cost. You see, one of the most important decisions you have to make is whether to
Active vs Passive Investing – Do You Know The Difference? Read More »
This informative webinar covers the basics of Social Security and reveals strategies for maximizing your benefits. It also will guide you in when to take social security. The following types of questions will be answered:
(VIDEO) When To Take Social Security Read More »
You may have heard the term “comprehensive financial planning” being thrown around, but what exactly does it mean? Comprehensive Financial Planning, also referred to as Holistic Planning in some cases, can have many different meanings depending on who you talk to. Let me explain to you how my firm defines it.
What Is Comprehensive Financial Planning? Read More »
In the past, teachers were forced to participate in their work retirement plans (i.e. 403b) by investing into one of the several annuities that were available. Maybe you recall that these plans were also called TSA (Tax Sheltered Annuity) plans. What this essentially meant was that teachers were forced to contribute to some type of
Retirement Plans For Teachers Read More »
