Tag Archives | CFP

Financial Planning for the Business Owner

Working with business owner clients can be difficult. In this case, I mean difficult in a good way (and I am not just saying that). Business owners often have a greater number of financial questions as compared to non-business owner clients.   I love this.  This work allows me to delve deeper into their financial plan […]

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What You Should Know About Saving and Investing

Most of us know there is a difference between savings and investing.  It makes sense; we hear the two words all the time.   But what we don’t know is how the two work together, and how the two should be managed. The difference between savings and investing is simple!  If you need it soon, […]

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What to do with an inherited IRA

What To Do When You Inherit An IRA

There’s nothing really cool about inheriting an IRA. Someone had to die! And if you’re the beneficiary, it was probably someone very close to you. So your first responsibility… take all the time you need. Mourn, remember, reflect. Do what you need to do. Talk about what made that person so great, and why you […]

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Retirement Planning

What You Should Know About Annuities

Say it with me… annuity.  Now hear me out before you click out of this blog. It’s amazing how the word annuity can stir up such a debate. Maybe your toes curled up, and your shoulders tensed.  Knowing you need to defend against the evil empire that is annuities.  Or maybe you believe them to […]

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