It’s a seductive pitch: “Invest like the ultra-rich!” Advertisements and financial gurus often dangle the allure of exclusive investment strategies favored by billionaires – private equity, hedge funds, and leveraged real estate – as the key to...
Do you manage your own finances or use a ‘financial advisor’? Understanding the full capabilities of a financial planner is crucial. Why? Because while advisor fees may seem similar, the level of service can vary significantly. We can help you build a...
A Case Study: Chloe and Marc Chloe and Marc are both retired and 71 years old. They are organized and intentional with their finances and looking to make the most of what they have in retirement. Let’s review Marc and Chloe’s financial standing. Income: Marc received...
Imagine having a personal financial guru in your corner, cheering you on as you reach your money goals. That’s kind of what a financial planner can be! But when choosing one, you might come across terms like “fee-only” and “fee-based.”...
Case Study: The Impact of Roth Conversions on a Retiree taking Social Security Susan’s Client Profile Susan is a 68-year-old woman enjoying a comfortable retirement supported by $3,000 monthly Social Security benefits, $1,000 in pension income, and approximately...
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