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

What Millionaires Look for in a Financial Plan

Many, if not all, millionaires enjoy financial freedom and financial independence. However, they also value a lifestyle of hard work and fiscal prudence no matter how high their account balances, and[…]

Filed Under: Comprehensive Financial Planning, retirement planning

5 Reasons Why Choosing A CFP® Makes Sense!

There are dozens of financial designations for industry professionals, and any planner can call himself or herself a financial planner. However, the Certified Financial Planner™ designation stands[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning