It’s safe to say we all have heard the saying, “Timing is everything.” This advice applies to many things, especially those that require patience. Is the same true for investing? When is the right time to invest? While it seems like a simple question, the answer isn’t as straightforward. This article will examine three factors…
Read more
I have been a Christian since I was 16. I’m now in my 30s and have read the Bible several times. I’m not a pastor or theologian but a financial planner by trade. While Christianity is not required to work with me, I have several Christian clients. I am often asked how to approach retirement…
Read more
When is the right time to buy or sell a house? Is now a good time to buy? Is now a good time to sell? As a financial planner, I am often asked these types of questions. There is no definitive yes or no answer. However, I consider three factors to help clients determine the…
Read more
Longevity in retirement is something that one needs to think about. Most research has shown that the longer you live, the longer you will live. Of course, it’s probability, so it doesn’t happen for everybody, right? But there are higher chances that the longer that you live, the longer you will live.
With that in mind, here are five things you should consider to help you plan for longevity in retirement.
We can’t avoid inflation, but we can learn how to plan for it. Start by looking at these three things.
If you were to become incapacitated or pass away, an estate plan helps to ensure that whatever your wishes are during that time are followed through with. Here are 5 things you should do to create a solid estate plan.
One of the primary documents in estate planning is a will. To help lay the groundwork for your estate planning, here are four things to know about this crucial document.
Flexible spending accounts can be a helpful financial tool. There are three things you should know to make the best use of yours.
Are you in your 40s and a leader at Disney. If so, there are a lot of financial situations and considerations to evaluate. Thinking through these key things will help you make some decisions around various challenges and considerations you may face.
Retiring with $2 million is a great goal to strive for. While it’s certainly a good amount of money, how far it will go depends on a few things.
