Transitioning to Retirement – Five Keys to Success
Table of contents: Key to Success #1 – Get an Early Start Key to Success #2 – Identify Your New Purpose
VLOG: Transition FROM Retirement Savings TO Retirement Spending
When working with clients Chip observes that people are not spending the money they have, especially in their IRA accounts. Chip points
Is it time to sell your stocks?
Let’s answer this question by studying the following chart. Stay with it – it looks confusing, but, it’s really not. Since 1980,
VLOG: Are you in the process of changing your financial advisor?
The process of searching for a new financial advisor involves knowing what is a Fiduciary! Today Chip points our a few things
Five considerations when switching financial advisors
Table of contents: Understanding value and the client/advisor relationship Do you feel understood and supported? Can you hear me now? Clarity
I Received an Inheritance, Now What?
Table of contents Don’t rush. Take time, reflect and make a plan Understand and account for taxes The difference between heirs
A Wonderful Gift for the Holidays
If you have been through the death of a loved one during the digital age, you know how frustrating it can be
HEARTWARMING
When you are in the financial planning business you work with all kinds of people. Some are difficult. Some are fearful. Some
IRA Beneficiaries – The Secure Act Changed Everything
If an IRA participant died prior to January 1, 2020, their beneficiaries were able to stretch out the tax-deferred nature of the
Per Stirpes or Per Capita? Your retirement account beneficiary guide
If you are interested in making sure that the right people inherit your retirement accounts, it is critical to understand the difference
Here We Go Again! Be Our Guest….FREE Meal….WHAT?
My wife received a mailer in the mail recently that caught my eye. The return address was Flemings Steakhouse and
VLOG: Should I hire a financial advisor? Is it really worth it?
How do you quantify the human aspect of what we do as financial advisors? How do you quantify putting a
Medicare Premiums have you confused?
Here’s a brief explanation of how premiums are determined. If your yearly income is below $182,000 for couples and $91,000
