Category: Investment Planning
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What Is a Fiduciary and Why Should I Care?
When managing your wealth, it’s essential to understand who has your best interests at heart. A fiduciary is someone legally obligated to act in your…
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Best Life Investment Planning Personal Finance
Risk Management: Protecting Your Financial Future
What is risk management? Risk management is the process of identifying risks and then addressing them in…
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Investment Planning
Are there Perils in your Portfolio?
Continuing our discussion of risk management in the July issue of Financial Planning for An Abundant Lifestyle,…
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Investment Planning Personal Finance Retirement Planning
The Best Tool in your Retirement Portfolio?
I have a client who describes her Traditional IRA as silver and her Roth IRA as gold….
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Best Life Investment Planning Personal Finance
A Portfolio Is Not A Plan
According to the U.S. Census Bureau, 4 million Americans are expected to turn 65 in 2024, more…
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Investment Planning Personal Finance Retirement Planning
Roth IRAs Explained
What is a Roth IRA? A Roth IRA is a type of individual retirement account that allows…
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Best Life Business Owners Investment Planning Personal Finance Retirement Planning Tax Planning
Why Didn’t My Accountant Tell Me That?
We frequently hear this when reviewing tax returns. “Why didn’t my accountant tell me that?” Quite often,…
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Income Planning Investment Planning Personal Finance Tax Planning
Tax Planning and Common Misconceptions
When it comes to taxes, it really does pay to have a tax strategy. Let’s explore what…
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Best Life Investment Planning
Why Does a Diversified Portfolio Matter?
Why does a diversified portfolio matter? Put simply; it helps reduce the risk that you’re taking with…
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Investment Planning
What is Index Investing
You’ve probably heard of index investing. In fact, if you’ve heard of Jack Bogle and Vanguard, you’ve…
