Briefcase Study: Can The Financial Markets Be Trusted?
Quite often, I’ll receive a call or an email that goes something like this: “So-and-so on the news said the market is ripe for a big selloff in October or November, what do you think?” I hope you know by now that I always welcome the opportunity to help you with your questions. Keep them coming. This question in particular …
Congratulations Daniel Allgaier
We are excited to announce that our Financial Planner, Daniel Allgaier, recently passed the CFP® exam. The CERTIFIED FINANCIAL PLANNER® designation is viewed as one of the top designations one can attain in the financial planning industry. This grueling 170-question exam consists of two 3-hour sessions and has a pass rate of about 62%. After studying for over 390 hours …
Back to the Basics: Why it All Starts with Income Planning
There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of these questions are: When can I retire? How much do we need? Will I have enough? What if there’s a major healthcare, stock market, or inflationary event that threatens what we’ve saved? While all of these questions are certainly different …
