Category Archives for "Wealth Planning"

Dec 03

5 Options on How to Handle Your Year-End Bonus

So, you just received your company bonus check.  Now, what should you do with it? Before you go out and spend it on something that you might regret, have you had a chance to review your wealth planning pie? Your wealth planning pie consists of all your wealth planning priorities, goals, and objectives.  No matter […]

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Aug 15

Understanding Risk; Four Ways to Help Your Wealth Management Plan

There are typically three risk profiles that investors are assigned to within the financial services industry, which is conservative, moderate, and aggressive. These categories are usually defined by an investor’s; Time Horizon – age and when you expect to need assets, Long-Term Goals & Expectations – views of how an investment should perform, Short-Term Risk […]

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Jul 25

Three Factors That Affect Your Social Security Decision

I am often asked the critical question of should I take my social security benefits early or wait until full retirement age or beyond?  Issuing a blanket response or answer to that question can lead people down the wrong path, especially on this subject.  While I believe many people would benefit the most by waiting […]

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Jun 27

Four Ways to Protect Yourself from Ponzi Schemes

I had a friend text me this story about Kevin Garnett, who is yet another high profile athlete or entertainer who has come out on the wrong end of some horrible financial advice (see here and here).  Within the text, my friend asked, “how does this happen to people?”  My response is, as long as […]

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Jun 13

3 Tactics to Help Simplify Wealth Planning

The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you.  Instead of feeling overwhelmed by the supposed complexity surrounding financial decisions, a straightforward wealth management plan can bring clarity and peace of mind about which strategies will work best […]

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Jun 09

How to Prepare for a Stock Market Correction

Even when they are expected, market corrections are never easy to go through. However, certain elements can help us through downturns with the most crucial being a solid understanding of why we invest and have a wealth management plan. Planning, along with understanding, can help bring peace of mind when facing uncertain times financially during stock market […]

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