Do I Need Personalized Wealth Management?

 Personalized wealth management means working with a financial planner or investment advisor toward your goals, utilizing financial planning, investment management, retirement planning, and other[…]

Filed Under: Comprehensive Financial Planning

How Your Financial Advisor's Retainer-Based Fees Benefit You 

Whether you’re currently looking for a financial advisor or already working with one, you may have questions about the retainer-based fee structure.  This structure offers numerous benefits for[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Five Top Reasons To Make an Estate Plan 

Nationwide, just 42 percent of Americans have the documents that make up an estate plan, such as a will. In other words, millions of adults throughout the U.S. are walking around without any plan for[…]

Filed Under: Comprehensive Financial Planning, retirement planning

Retirement Planning Utilizing Monte Carlo Simulation 

Many different methods can be utilized in retirement planning, for example the Monte Carlo simulation. Named after the European gaming capital in Monaco, the Monte Carlo simulation is a method of[…]

Filed Under: Comprehensive Financial Planning

What is Strategic Diversification?

Diversification 101 – The Basics  When deciding how you want to structure your investments, as part of your overall investment management plan, you’ll no doubt come across the phrase[…]

Filed Under: Comprehensive Financial Planning

Top Questions To Ask a Financial Advisor

If you’re looking for a financial advisor in Philadelphia, Sarasota, or Ohio plan on asking questions. That’s the only way to ensure that the advisor will meet your needs and that you’ll feel[…]

Filed Under: Comprehensive Financial Planning, retirement planning

How Much Do We Need for a Comfortable Retirement?

How much do people facing retirement need to live comfortably once they’re there? Fortunately, there are several ways to calculate how much you’ll need, and they all center around how much you will[…]

Filed Under: retirement planning

What is Strategic Asset Allocation?

At Financial Freedom Fee-Only Wealth Management, we have a three-level approach to investment management. Level one is strategic asset allocation.

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Do I Need Investment Management? (Yes!)

Do you need investment management? Many people believe that investment management should only be considered once their investment portfolios have reached a certain size. But in fact, investment[…]

Filed Under: Comprehensive Financial Planning, retirement planning

How To Find the Best Financial Advisor in Malvern, PA

How do the wealthy in Malvern, Pennsylvania find the best financial advisor for their needs? The same way people of other income brackets and in other geographical areas do, by deciding which[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning