Sound Financial Planning | How much do I need to save?

Previously, we reviewed how to calculate your safe withdrawal rate for retirement planning. On the flip side of the equation is understanding how much you need to save to provide you with that safe amount to withdraw so that you can live the life you desire. When it comes to the rule of thumb for . . . 

5 Basic Steps to Protect Your Family

If somebody asked you to list the 3 most important things in your life you’re likely to include your family. Many of you would jump off the proverbial bridge for your family! However, if somebody asked you if you have done any estate planning what would you say? You probably think: Estate planning is only . . . 

Retirement Planning Rule of Thumb

When I meet prospects for the first time they are often looking for a tangible plan of action to help them with their questions. A tangible plan of action from a getting to know you meeting is essentially another phrase for a basic rule of thumb. When it comes to retirement planning the rule of . . .