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Archive for Tag: fee-only financial planner

Market Top? Worried?

Is the Bull market over?  Are rising interest rates going to hurt bonds?  What about the volatility in the Chinese stock market? Markets seem so shaky! Many people are worrying if they should do something with their investments. What...

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Fee-Only Financial Planning

To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary spanning from China to Bulgaria. Undoubtedly, such a vacation will be expensive. To help save for this coming expense,...

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Blue bench on colored tile, representing Variable Whole Life Insurance

Should I Get Out of My Variable Whole Life Insurance Policy?

Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do -...

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Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.

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“A groundbreaking book” Chicago Tribune

Insider share secrets about a shifting financial landscape where new trusted mentors can
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10,000 people will turn age 65 every day over the next decade! Are you one of them? This book was written for you! You can have an extraordinary retirement without financial worry!

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