Financial planning blog

Timely and free financial planning advice

April 28, 2021

How do I make a successful leap to retirement?

Retirement May Mean Retirements–Plural!In today’s world, the idea of retiring from work and never returning is less popular than it used to be. Many of our clients and friends are switching up the work they do instead of quitting. Some of them take off work for a year or several years, and then go back...

April 16, 2021

How Could US Debt Affect Our Portfolios?

From March, 2021, learn about the forecasts our research team was making at that time. Subject includes the US debt and payments on that debt. What could it mean for our equity portfolios?

Podcast on real estate investment advice

March 23, 2021

Episode 24: Paying for College Part 2 of 2

Cameron Morgan with A&I Financial Services and the experts share our own stories. Learn how we are paying, or already paid for, our kids’ college educations

Senior couple researching real estate investments

March 18, 2021

Equity Markets in March 2021

Equity markets are setting new highs. Read more to learn concentrated equity strategies. If you have a lot of money in a single stock, you will want to know these. Concentrated EquityWhen you have a large amount of money in the equity of a single company, you have concentrated equity risks. Putting together a plan...

March 16, 2021