1. The Things That Don’t Matter… Until They Do

      Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t. Let’s talk about some of the things in the financial…Read More

  2. Financial Planning In Biden’s America

      We’ve surpassed the first 100 days of Joe Biden’s presidency and, so far, it has already provided plenty of fodder for discussion in the financial planning realm. Let’s look at some of the top issues of the past few months, how it impacts financial planning, and how conversations with clients about these issues are developing. Get Your Guaranteed Annuity Get Access To The IFL Manual V…Read More

  3. Plan for the Unexpected, Part 2

    Previously on the blog, we talked about some of the ways that you can have unexpected expenses come up during retirement that can put a financial strain on your ability to stay comfortably retired. There are things you can’t always plan for and things that can be difficult to manage. However, with proper retirement planning, there are ways to mitigate risk to yourself and your retirement finance…Read More

  4. Investing While in Retirement, Part 2

    Previously on the blog, we discussed how inflation and cost of living changes can affect how far your money can stretch during retirement. We also noted how continuing to make smart investments after you retire can help combat the effect that inflation has on your money. There are also other reasons that it is important to invest after you retire. Retirement planning involves looking at the big pi…Read More

  5. Investing While in Retirement, Part 1

    Often times, when you think about retirement planning and your retirement years, you don’t typically think about needing to continue to invest. In fact, you think about how your financial needs and goals reverse from where they were previously. You used to focus on growing your savings and investing heavily while you’re working. Once you retire, you would think that you could ease up on the in…Read More

  6. When Retirement is About More than Just You

    Whenever you look forward to retirement, you may simply see the light at the end of the tunnel for yourself: the day you get to stop having to work. Perhaps you even imagine evenings on the porch with your significant other. But typically, retirement looks like an individual success. Retirement planning can often seem this way as well. When you plan for retirement, you plan for all your potential …Read More