Buckets or Pies?

Posted by Doug Kinsey on Feb 6, 2017 5:18:47 PM


As fee-only financial planners, the overriding concern we hear from people approaching retirement is “will I have enough to live on?”  Followed closely by “how can you make my money grow, without exposing it to a lot of risk?”  After the dramatic economic downturn in 2008, even the most confident investors can become a bit skittish when they think about relying on their investments for the next 20 or 30 years. 

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Topics: Retirement Planning

Financial Planning - Will Taxes or Probate Costs Reduce Your Estate?

Posted by Doug Kinsey on Jan 18, 2017 11:05:42 AM

Safeguarding the future of your loved ones is one of the most important parts of what effective Financial Planning is all about. Unfortunately, however, when you don't have a financial advisor who is on your side, chances are that your heirs and beneficiaries will receive only part of your estate. This is because the rest will go towards taxes and administrative costs that can center around commissions or other charges calculated as a percentage of your total assets. True fee-only Financial Advisors don't accept commissions or compensation based on product sales or other related costs. This means you get more comprehensive advice because they don't have to choose between what's best for you or what's best for them. Why is this so important in helping you minimize estate shrinkage and allowing you to achieve your lifetime personal goals?

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Topics: Financial Planning

6 Things to Think about when Buying a Home

Posted by Steve Grasso on Aug 2, 2016 2:00:00 PM

 (via Forefield)

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Topics: millenial, budgeting, mortgage

Wealth Generation: The Value of Using an Experienced Team of Financial Advisors

Posted by Steve Grasso on Jul 26, 2016 4:23:18 PM

Building wealth requires financial expertise, business acumen and market savvy, which is why working with trained professionals is key for portfolio growth. The value of using an experienced team of financial advisors is clear, by examining the skills they bring to the table.

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Topics: Fee-Only Financial Planning

The Joys and Financial Challenges of Parenthood

Posted by Steve Grasso on Jul 26, 2016 2:30:00 PM

 (Via Forefield

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Topics: Fiduciary, wealth, millenial, budget, Fee-Only Financial Planning

7 Things you Need to Know about Credit Scores (Especially if you're repaying student loans)

Posted by Steve Grasso on Jul 19, 2016 11:03:07 AM

 (via Forefield)

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Topics: student loans, wealth, millenial, budgeting

5 Things to Know When Applying for a Mortgage

Posted by Steve Grasso on Jul 6, 2016 10:16:11 AM

 Steve Grasso (via Forefield)

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Topics: wealth, budget, mortgage

Thinking about #CuttingTheCord?

Posted by Steve Grasso on Jun 28, 2016 3:28:21 PM


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Topics: technology, millenial, budgeting

A Few Words from our CIO on #Brexit

Posted by Steve Grasso on Jun 27, 2016 2:21:28 PM


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Topics: Investments, Economy, World Events, Fee-Only Financial Planning

Work for Yourself? 5 Ways to Maximize your Personal Wealth while Growing your Business

Posted by Steve Grasso on Jun 21, 2016 5:41:12 PM


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Topics: wealth, debt, Fee-Only Financial Planning