Financial Planning | Money Evolution

Budgeting For Health Care Costs Before Age 65

by Bill Lethemon | Jan 17, 2019 | Best of..., Bill's Favorites, Financial Planning, Health Care, Retirement Planning, Video

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...

3 Things Every Financial Plan Needs

by Bill Lethemon | Nov 20, 2018 | Best of..., Financial Planning, Retirement Planning, Video

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 retirement LEARN MORE! What I Do I help individuals make the...

3 Questions To Ask Your Financial Advisor

by Bill Lethemon | Jul 31, 2018 | Financial Planning, Video

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...

The Retirement Planning Timeline

by Bill Lethemon | Jul 26, 2018 | 401k, Best of..., Bill's Favorites, Financial Planning, Retirement Planning, Social Security, Video

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 the...

Tactical Vs. Strategic Asset Allocation

by Bill Lethemon | Jul 18, 2018 | Best of..., Financial Planning, Investing, Retirement Planning, Video

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...

Cashflow Part 2 – Improving Your Cashflow

by Bill Lethemon | Jul 11, 2018 | Best of..., Financial Planning, Retirement Planning, Video

Today I want you to think about why you want to Improve Your Cashflow. Now, that may seem like a silly question. Of course I want to improve my cashflow, but when we’re talking about this, we’re talking about how income minus expenses equals your cashflow....