You are already retired, about to retire or thinking about retirement. You’ve built up a substantial nest egg, and you’ve worked really hard to get to this point. As you begin to envision all the[…]
Top 3 Reasons Why You Should Work with a Fee Only Wealth Management Firm
Filed Under: Comprehensive Financial Planning
Financial Freedom Launches New User-Friendly Website
Filed Under: News
7 Key Changes From The TCJA
While the 2017 Tax Cuts and Jobs Act (TCJA) signed into law on December 22, 2017 is some 500+ pages, we wanted to summarize several of the key changes and how those changes may affect you and your[…]
Executive Compensation - Cash or Additional Company Exposure
This time of year is normally the time that clients who have bonuses and executive compensation need to make choices in regards to receiving these benefits as cash, company stock options or company[…]
Filed Under: Insider, Comprehensive Financial Planning
10 Questions to Ask When Choosing a Financial Advisor
Choosing a financial planner is a huge decision. You are entrusting them with your personal fortune and depending on them to help protect, preserve, and grow your nest egg for you and your family.[…]
Filed Under: Insider, Comprehensive Financial Planning
Equifax Security Breach - What You Need To Know And Do
According to Equifax, the breach lasted from mid-May through July. Hackers targeted people’s names, social security numbers, birth dates, addresses, driver’s license numbers and credit card numbers[…]