Why A Fiduciary – And Are They Worth It?
Chances are you probably don’t know what a fiduciary financial advisor does or what makes them different from every other financial planner
Financial Planning “Profession” at Crossroads
Table of Contents Add a header to begin generating the table of contents Establishing the Fiduciary Standard We love what we do.
VIDEO: Planning Strategies for Retirement Accounts
What investment accounts should I use up first? This is a very common question that is asked when we initially start working
14 End of Year Tax Planning Reminders
Be sure to maximize your 401(K) contribution – $20,500 plus an additional $6,500 if you are over age 50. And, don’t forget
7 Steps to Finding the Best Financial Advisor
Download the checklist! Table of contents: Know what services you need and be open-minded Understand how advisors are paid Find the best
VIDEO: Purpose & Perspective In Retirement
One of the keys to having a fulfilling life is finding and living with purpose. Today Chip speaks about the importance of
Qualified Charitable Donations – What to Know
Do you find yourself donating more to your favorite charities more during Covid since the needs are greater and your cash levels
VIDEO: The Three Phases of Retirement
Today Chip speaks about the importance of understanding the three phases of retirement. The Go-Go, Slow-Go, and No-Go years all have certain
Retiring Soon? Seven Things to Consider
Table of contents: KEY #1 Emotional Readiness KEY #2 Expense Assessment KEY #3 Income, Social Security, and Taxes KEY #4 Risk
VIDEO: Resets in the market – Beware the Annuity Sales Pitch!
Resets in the market are traditionally healthy! Today Chip speaks about the importance of having an understanding of the short-term pain you
VIDEO: 401(k) Contributions Pre-tax vs Post-tax
Today Chip discusses the most frequently asked questions related to 401(k) contributions. Should you use a ROTH or a traditional
VIDEO: Best time to file for Social Security
Today Chip discusses how the most frequently asked questions related to Social Security- When to file for Social Security benefits?
Preparing for Long-Term Medical Care
Life goes fast and seems to speed up the older you get. It seems like just yesterday that you started
