2020 Financial Planning Blog
Don’t Let Travel Sidetrack Your Other Financial Goals
Many of us enjoy travel. It’s fun! But how do we keep it from taking away from our other financial goals?
The 3 Solutions To Retiring Too Early
What are the 3 things to do if your early retirement is at risk of running out of money?
The 4 Cornerstones of Financial Literacy
The 4 books you must read to keep from making mistakes with your investments.
Financial Planning Process
What are the 8 steps to any financial planning engagement with a fee only Certified Financial Planner (TM)?
Presidents and Stock Market Performance: Any Correlation?
Alot of focus is on a presidential candidate’s possible effect on the stock market. But is there any actual impact?
Reverse Mortgage as a Qualitative Estate Planning Tool?
Home Equity Conversion Mortgages (‘Reverse Mortgages’) have been widely used as a method for tapping home equity as part of a retirement distribution strategy. But how about for estate planning?