Financial planning blog

Timely and free financial planning advice

Financial planner for business owners offering guidance

August 9, 2022

Episode 63: 7 Key questions to ask if you are going to exit your business

Exit Planning Intake QuestionnaireKarl Frank, CFP, Jeff Krommendyk, and Nathan Merrill discuss exit planning. How can you exit your business in style? Answer these seven questions, and you will be off to a good start. Do you know your exact retirement goals and what it should take, in cash, to reach them? Do you know...

August 9, 2022

3 ½ Ways to Make Your Investment Experience Easier

This week, I have some tips for our clients to make your investment experience a little less painful while the investment world goes through turmoil. 1. Go Mobile The first way to make your investment experience easier is to access your accounts, financial plans, and get in contact with your financial planner – all of...

August 2, 2022

End-of-Life Planning and You

Planning a dignified end of life is key. At our last Lunch & Learn, Kim Callinan, president of Compassion and Choices and national expert on end-of-life planning, explained her best methods for planning this unique phase of life. Watch the session below (and scroll down for a free resource!). Kim is an end-of-life doula....

Karl and the rest of the hiking crew on Mt. Rainier

July 26, 2022

5 Lessons About Financial Planning From Climbing Mt. Rainier (Part 2)

Read this Periscope for the sequel to my musings from the trail, while I was summiting the highest mountain in the state of Washington a few weeks ago. Relationships Are Awesome On this ten day mountaineering journey, climbing Mt. Baker and Mt. Rainier, our seven civilians and three guides became fast friends. We came from...

July 12, 2022

5 Lessons About Financial Planning From Climbing Mt. Rainier (Part 1)

Read this Periscope for some key financial planning lessons from summiting the highest mountain in the state of Washington a few weeks ago. Halfway there, the summit is Reaching the summit is only half the trip. The scarier was coming back down. We took the Kautz Route up the Nisqually Glacier, which is a long...

July 6, 2022

Halfway There! 3 Questions for Your Mid-year Review

Read this Periscope for ideas about doing an easy and practical mid-year check in on your goals and investments. Also, scroll down to link to thoughts about inflation, the economy, and the death of the 60/40 portfolio. And don’t forget to join us for our next Lunch & Learn event next week – there’s still...

Couple reviewing their equity investments with confidence

June 28, 2022

The Mental Health Benefits of Working with a Financial Planner

Read this Periscope to learn more about one interesting benefit of having a financial planner that you might not have thought of before: mental health. Also, scroll down to link to thoughts about inflation, the economy and the death of the 60/40 portfolio. For many people, money is a source of stress and anxiety. This...

Comparing stock and bond investment approaches for portfolio growth

June 27, 2022

Equities vs Fixed Income

What is the difference between investing in equities vs. fixed income?

June 27, 2022

Fixed Income Investments

Fixed income investments are popular among investors because they offer a predictable and steady stream of income. However, there are some considerations that you should take into account before investing in fixed income securities. See also: Bonds and Fixed Income Investments What is a fixed income investment? A fixed income investment is an investment that...