If you’re familiar with our approach to retirement planning, you know we prioritize tax-efficient strategies. This means leveraging tax-advantaged accounts, employing charitable giving and gifting
Rebalancing your portfolio helps you stay on track to reach your investment goals. What happens is that after determining and setting your original asset allocation
Target date funds (also called Lifecycle Funds) are popular among DIY investors. With low minimums providing easy entry and a “fire-and-forget” holding strategy, an investor
All of your assets are controlled by you and held in your name by our independent custodian, Charles Schwab or Fidelity Institutional. I receive no compensation from them. You can check your portfolio 24/7 on their website. I will have limited power of attorney to execute transactions on your behalf.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
