While exciting, the idea of a retirement planning process can leave you overwhelmed and with more questions than answers. Perhaps you’ve been saving money for retirement since landing your first big[…]
ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.
Recent Posts
10 Items That Should Be On Your Retirement Checklist
Filed Under: Comprehensive Financial Planning, retirement planning
Financial planning is an excellent way to build your wealth. Proper coaching from a financial advisor can promote behavior that helps you build your wealth and maximize your retirement assets. That’s[…]
Filed Under: Comprehensive Financial Planning
How to Know if Your Financial Advisor is a Good Fit
Financial advisors are an integral piece of your financial life, and as such, you should choose them with care. Even if you’ve done your homework and choose to work with a fiduciary financial advisor[…]
Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning
Why a Long-Term Relationship with Your Financial Advisor Can Benefit YOU
In my opinion, everybody can benefit from a financial plan, because every aspect of your life has an effect on your finances and your financial future. Your goals, your life circumstances and your[…]
Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning
Who Should Be on Your Financial Planning Team?
As you start your financial planning journey to retirement and beyond, you’ll need to assemble a trusted team of professionals to help you set up and execute your financial plan. Similar to how[…]
Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning
Fee-Only Wealth Management Vs. Commission-Based Financial Advice: Let’s Compare
When it comes to hiring a financial advisor to help you with retirement planning, you have a myriad of options to choose from. But along with that vast selection comes the difficulty of picking the[…]
Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning
Getting Ready for Retirement? Here are 4 Things To Do First
Whether you’re in the throes of your career, acclimating to an empty nest or getting ready for retirement, it’s crucial that retirement planning is started sooner rather than later.
Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning
Why the Fiduciary Rule Matters to You
At Financial Freedom, we see this scenario often: You have a bit of money saved up that you’d like to put to good use. Perhaps you’re thinking about investing some of it so you can earn more than the[…]
Filed Under: Comprehensive Financial Planning, fiduciary
Your Comprehensive Financial Planning Checklist
Most of us have heard the phrase, “If you fail to plan, you are planning to fail,” which Benjamin Franklin supposedly once said. The proverb especially rings true for a whopping one-third of[…]
Filed Under: Comprehensive Financial Planning
What Is a Fee Only Wealth Management Firm – and 7 Other Common Questions
Financial Freedom is a fee only wealth management firm. This is a huge benefit for any investor, but many don’t know what that means. So, I thought I’d answer this question along with a few other[…]
Filed Under: Comprehensive Financial Planning