Category: Financial Planning

27 Feb

Blog, Financial Planning, Retirement Planning

What is a Lifetime Annuity for Your Retirement Planning?

February 27, 2023
By Zack Armstrong

A primal fear many investors have is running out of money in retirement. Avoiding this disaster isn’t easy because there are many va...

02 Feb

Blog, Financial Planning, Retirement Planning

Key 401K Statistics You Should Know About

February 2, 2023
By Zack Armstrong

Retirement plans are the cornerstone of savings for Americans planning for retirement. In particular, defined contribution (DC) plan...

25 Jan

Blog, Financial Planning, Retirement Planning, savings

The Key To Not Outlive Your Retirement Money

February 20, 2023
By Zack Armstrong

The 4% percent rule is a retirement investment strategy that establishes a steady and secured income stream. Experts believe this rule...

22 Dec

Financial Planning, Retirement Planning, savings

Statistics, Facts, and Trends On Estate Planning

February 20, 2023
By Zack Armstrong

No one looks forward to planning for what will happen to their assets after they die. It means confronting mortality, which is problem...

24 Nov

Financial Planning, Investment Ideas, Investment Philosophy, Uncategorized

Which is Better Liquid Vs. Non-Liquid Assets

January 26, 2023
By Zack Armstrong

You may not have chosen your investments based on what investments are “liquid” or “non-liquid,” but understanding the difference is im...

21 Nov

Financial Planning, savings

Automating Your Finances & What Does It Mean

January 26, 2023
By Zack Armstrong

Rarely heard: I’m saving too much. On the contrary, according to a survey by Bankrate, more than half of Americans couldn’t cover th...

27 Oct

Financial Planning

How to Choose Financial Advisor & Questions to Ask

January 26, 2023
By Zack Armstrong

You wouldn’t take your car in for an oil change without knowing how much it was going to cost. Yet, investors are woefully ignorant of...

06 Oct

Evidence Based Investing, Financial Planning, Investment Ideas, Investment Philosophy

Why Does Evidence Based Investing Matter?

January 26, 2023
By Zack Armstrong

As the name would suggest, evidence-based investing uses evidence to fashion an investment strategy. The evidence shows that no-load, ...

26 Sep

Blog, Financial Planning, Tax Management

Which is Better Financial Advisor vs Accountant

January 26, 2023
By Zack Armstrong

Choosing the right financial advisor is a serious decision, with major ramifications. You have a dizzying array of options, fee st...