“Real Financial planning is aligning our use of capital with our values.” ~Carl Richards For World Financial Planning Day, we’re discussing how Financial Planning can help align your use of Capital (Time, Energy, and Money) with your Values (what you say is important to you, and what actually is). Tune In! This article is educational…
“Price is what you pay. Value is what you get.” ~Warren Buffet Often we seek free resources or the advice of people without a price tag. But there are many hidden costs to “free” advice. We discuss the types and how to avoid them. Tune In! This article is educational only and is not intended…
“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?
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Choosing when to take Social Security may be the biggest single decision of your life. And health coverage is only going to get more important as you age. In this workshop, you will learn:
Register to attend In Person or Online.
Note: In Person space is limited.
Investing funds your retirement. How you invest matters, and it changes from working to retired. In this workshop, we will cover:
Register to attend In Person or Online.
Note: In Person is Full. You may still register for the Online workshop.
Also available on Amazon (but not for free).
*Privacy Policy: We hate spam. We will not provide your information to anyone else or bother you.
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.
Taxes are the largest expense most people will pay. If you do nothing, you may end up paying tens or even hundreds of thousands of dollars in extra taxes in retirement. In this workshop you will learn:
Register to attend In Person or Online.
Note: In Person space is limited.
