Retirement Funding

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The Accountability Gap

The Accountability Gap

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

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Are You Equipped for The Steep Climb?

Are You Equipped for The Steep Climb?

This year, I have been blown away by how many people want to become financially independent at a young age.  Between the ages of 50 and 55, I hear the most from when people want to make work optional. This means that you are a short time to save and prepare to become...

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Why Are You Contributing to A Retirement Plan?

Why Are You Contributing to A Retirement Plan?

Your retirement plan has many benefits. Your CPA's favorite is likely the tax break you get when you invest in your traditional IRA or your 401k at work. Are you contributing simply for the immediate sugar rush of a tax break? Are you contributing because you want to...

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The One Thing

The One Thing

I was recently asked, “If you could go back and give yourself one piece of investment advice after graduating college, what would it be?” My answer:  Automate your savings of at least 10%. As if that were not enough, I have 3 bonus tips: Adjust your savings as you...

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I want to see my children and grandchildren grow up!

I want to see my children and grandchildren grow up!

If 'family' is your “why,” are you willing to do the hard work to “stack the odds in your favor” to spend as much quality time with your family as possible? People are quick to say they would die for a loved one. The real question is will you live for them? Will you...

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The Dangers of Having Multiple Planners

The Dangers of Having Multiple Planners

We encounter individuals who work with more than one investment planning firm from time to time. A decade or two ago, it seemed like a good idea (to some) to 'pit' one investment guy against another, to 'diversify' amongst investment professionals. The thinking might...

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When to Use 72T Distributions

When to Use 72T Distributions

72T distributions are used to distribute funds from an IRA before you have turned 59 ½ to avoid the 10% early withdrawal rule. These distributions must be done in a very methodical and precise way. You must understand that there are 3 separate calculations that are...

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Guitars and Financial Planning

Guitars and Financial Planning

It is incredibly important to tune your guitar, just like it is important to fine-tune your financial plan. For anyone who has played the guitar or any musical instrument, you quickly learn to tune the instrument more than once. It is an ongoing process to keep the...

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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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