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…
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Experience can be a painful teacher. I know I’ve made many mistakes throughout my life that have been more painful to learn from than others. Most people prefer to avoid learning painful lessons through retirement mistakes, so I put this article together. There are three common mistakes I’ve seen people make when it comes to…
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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…
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As a Walt Disney Company employee, you might be surprised to learn that you could have access to a pension plan. This valuable benefit can play a crucial role in your retirement strategy. Let’s dive into the five essential aspects of the Disney pension plan to help you make informed decisions about your financial future.…
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By now, you may have heard that the Fed has cut interest rates for the first time in quite a long time. Many of my real estate friends are excited about this because they see it as a positive for the market. Based on the Fed lowering interest rates, I see three ways the real estate market could go.
We will all hopefully have some sort of Social Security benefit at some point. Understanding how those benefits work and how Social Security works in general is a pivotal component of proper retirement planning.
As a financial advisor, part of my job is working with clients to try and help minimize and mitigate the tax ramifications associated with their decisions. One of the most important is making tax-efficient withdrawals from their retirement funds.
There are three main ideas involved with tax-efficient withdrawals from retirement funds.
If you have a 401k, you’ve probably wondered at some point, how to go about potentially maximizing your contributions. Here are three tips and strategies for you that may help.
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.
