financial planning

financial planning

What Makes Up A Financial Plan

Creating a financial plan for your retirement is crucial for success. In our latest podcast episode, we break down the three core concepts you can control and how to prioritize to reach your ultimate retirement goals. You are in the driver seat of your financial retirement plan, and you can make the decision on when you want to retire. Let’s take a moment to snapshot where we are today to see where we will be in the future.

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Estate Planning

Tax and Exit Planning with Peter Culver

Entrepreneurs are the heroes of our economy. If you are one of those heroes, our latest podcast episode is something you’ll want to check out. We’re excited to have Peter Culver here today, the founder of Freedom Family Office. His business focuses and specializes on entrepreneurs and how people can be thoughtful in passing their wealth along. Entrepreneurs usually have a lot of moving parts in their business, and having someone who can help you is key. Someone out there always knows something you don’t care to learn about yourself, keeping that in mind will be helpful in your tax planning.

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financial planning

Why Should You Enroll in an HSA or FSA?

When it comes to health savings, it can feel like there’s too many options to choose from. In this episode we’re examining the differences between FSAs and HSAs and the investment opportunities these accounts can provide, including potential tax savings.

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Annuity

The Best Guaranteed Income Stream

Could securing a stable income for life be as simple as understanding annuities? If the thought of tax deferral and safeguarding your principal has ever crossed your mind, this is the conversation for you. We’re not holding back as we address the biggest concerns you might have, from the fear of losing control of your funds to the possibility of not living long enough to reap the benefits.

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financial planning

Navigating Finances for DINKs and SINKs

In my 38 years of experience, I’ve noticed a distinct difference in how DINKs and SINKs approach their assets. Unlike individuals planning for generational wealth transfer, DINKs and SINKs often focus on maximizing the use of their wealth during their lifetimes.

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financial planning

Understanding Asset Allocation For Financial Goals

How can we navigate the complexities of asset allocation in financial planning, to balance the rate of return, savings, and time to reach financial goals? That’s just one topic we’re covering in our latest podcast episode, all about setting your new year up for financial success.

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