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Planning to retire early? Before Medicare kicks in at age 65? Don't be shocked with what could be your single largest retirement expense. Healthcare continues to be a top concern for people as they approach retirement. According to Fidelity Investments a couple aged...read more
It All Starts With a Plan, We Call It WealthVision Learn how WealthVision can help you organize your finances, identify your gaps and optimize your resources to fill those gaps so you can plan for your dream retirementWhat I Do I help individuals make the transition...read more
The Way I see it, there are Three Questions You Need To Ask Your Financial Advisor. Now this could be for a financial advisor that you're already working with, or it could be for a financial advisor that you're thinking about working with that you’re interviewing....read more
Today I’d like to talk about the Retirement Planning Timeline, and some of the key ages and milestones that you might want to think about in terms of your financial planning and getting ready for retirement. Let's start all the way over at age 50, where...read more
Today we're going to talk about How To Be More Intentional With Your Financial Decisions. One of the things that I want to point out is that if you're in a cash-flow situation that's not great, often times we get so bogged down with trying to dig...read more
In today’s Blog I'm going to be talking about Tactical Asset Allocation versus Strategic Asset Allocation. When you first look at these two terms, you might say, “What’s the difference”, and yes there is in fact, some very big differences between these two...read more