Investments

Pac Man:  Financial Planning Edition

Pac Man: Financial Planning Edition

Ghosts (taxes, healthcare, and your own behavior) are chasing you around the screen.  However, you can power up by collecting the fruits of tax planning, investment management, employee benefits, insurance planning, and estate planning. The winning prize is a...

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How Do Mutual Funds/ ETF’s Work?

How Do Mutual Funds/ ETF’s Work?

Step 0:  Select a mutual fund or ETF that you feel best fits your investment objective. Step 1:  You are giving your money to a professional money manager or company. Step 2:  Their goal is to build a broadly diversified goal. Step 3: The objective of the "fund" is to...

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Protect Your House

Protect Your House

There are fundamental “protections” that should occur within our financial plan before we ever start thinking about long-term savings and investments. For example, if you do not have health insurance and heaven forbid you get cancer, your great investment portfolio...

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The Accountability Gap

The Accountability Gap

The difference between “who you think you are” and “who you are” is the accountability gap. You might say that retiring early and being financially independent is a priority, but if you are not saving for retirement there is a gap between your values and your action....

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The Non-Qualified/Taxable Account Dilemma

The Non-Qualified/Taxable Account Dilemma

High earners must be especially careful with asset location.  After all, you can only contribute so much to your 401k/403b plans. After maxing out employer-sponsored plans and retirement accounts, you are forced into looking at non-qualified (taxable) account options....

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$1M Decision: Simple vs. Compound Interest

$1M Decision: Simple vs. Compound Interest

Consider you have $1M and you were given 2 choices: 7% simple interest for the next 30 years or 5% compound interest for the next 30 years The beauty of compound interest is that your interest begins to earn interest. Over a 30-year period, the compound interest...

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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