“If you pay peanuts, you get monkeys.” ~ James Goldsmith You’ve looked at all that’s entailed with financial planning, and you’re considering hiring a professional Financial Planner. Let’s cover the Why, Who, and How of finding a Planner. Why find a Planner We studied the Benefits of Financial Planning. All comprehensive and competent planning can…
Your calculations are complete. Let’s put the results On Paper, On Purpose, all on One Page.
“In the end it’s not the years in your life that count. It’s the life in your years.” ~Abraham Lincoln Estate Planning is not just for the wealthy. It’s for anyone who wants to control what happens to their dependents and their assets when they pass, especially if you want to avoid: Family Fights Family…
Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.
Insurance Planning protects our financial plan for the best value, letting us apply savings to other aspects of the plan.
Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?
The first steps in creating financial plan are GO, Net, Flow: Get Organized, Determine Net Worth, and Control Cash Flow
In Creating a Financial Plan, Start Here.
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Client Corner is a monthly article written by legendary financial advisor Nick Murray as part of his $350/yr Financial Advisor Newsletter. We are licensed to email those out each month, but we are unable to post them online. Check your email at the beginning of each month for the latest. You can request past Client Corner articles below.
