Certified Financial Planner

  1. Consolidating Your Retirement Accounts

    Date Published:
    Categories:

    How Consolidating Your Retirement Accounts Helps Is it wise to consolidate retirement accounts when one approaches retirement?  It depends on WHERE and HOW you consolidate. There are many different financial planning approaches for your retirement income planning, all of which we can help you with here at Income For Life. Watch my video to learn more and call my team at 877-284-8929 toll-free to …Read More

  2. Why Financial Planning Matters

    Date Published:
    Categories:

    Why Retirement and Financial Planning Matters We insure everything we hold value to. Our homes, our health and even sometimes our pets and jewelry. If it has a value on it: we insure it. Why? Because we do not want to have a large financial expense if something were to go wrong.  Think about this: Your home is insured. Your car is insured. Your life is insured. Makes sense, right? Now, here are…Read More

  3. Financial Planning 101: Risk Vs. Reward

    Date Published:
    Categories:

    What is Risk Vs. Reward? When you were a child, did you ever own a skateboard, or did you know someone who did? Did you ever try to ride one? Did you fall? I bet as a child, you could jump right back up and try it again, right? Now, imagine you are close to retirement age. Would you try to ride that same skateboard again?  I doubt it... I know I wouldn't. Why? Because the RISK is no longer worth …Read More