By Jim Shellenberger, CFA, CFP® Do you believe that estate planning is only for the elderly or the affluent? Think again! Whether you’re just starting your career in your 20s or enjoying a well-earned retirement, having an estate plan is crucial for everyone. Shockingly, a 2024 survey (1) revealed that just 32% of Americans have established […]
Estate Planning at Every Stage of Life Read More »
By Rob Johnson Financial literacy is not currently taught in American schools—although it should be. Young adults who establish excellent financial habits and make wise financial judgments at a young age have a distinct edge over those who do not. To put it plainly, early adoption of sound financial practices can have a significant impact
What I Wish I Knew About Money When I Was Younger Read More »
By Jim Shellenberger, CFA, CFP® Cookie cutters are great for cookies, but when it comes to retirement planning, they just don’t cut it. The reality is, there’s rarely a one-size-fits-all rule that works for everyone’s retirement dreams. Those financial indexes you see all over the internet? They’re not for everyone. Remember, they’re just numbers and
Why Your Retirement Plan Shouldn’t Be Based on Generic Benchmarks Read More »
By Rob Johnson As a wealth manager, my main focus is to help clients pursue their dreams while keeping their wealth safe and sound. With cyber attacks on the rise, shielding your wealth now includes new areas we hadn’t considered before. It’s crucial to take steps to defend yourself and your financial assets, especially when
How to Shield Yourself From Cyber Attacks: A Step-by-Step Guide Read More »
By Rob Johnson Becoming rich requires more than just a mindset. And if you study wealthy people, you’ll notice they often possess what’s commonly referred to as a “wealth mindset.” This way of thinking looks at the long-term accumulation and preservation of wealth, rather than just short-term earning and spending. Watch this quick video for
VIDEO: 3 Ways to Develop a Wealth Mindset Read More »
By Jim Shellenberger, CFA, CFP® If I could only teach one financial lesson, it would be to live within your means. The truth is, many people struggle to manage their finances. But living within your means is a significant step toward profitable financial management. In this article, I want to talk about embracing the art
Important Financial Lesson: Live Within Your Means Read More »
By Jim Shellenberger, CFA, CFP® Retirement may feel distant and abstract, like a far-off destination on your life’s road map. You imagine it, save for it, and often dream about it, yet you may overlook the specific phases that make up the entire journey. Just as you progress from an amateur to a seasoned professional
Understanding the Phases of Retirement Planning Read More »
By Rob Johnson Retiring is like setting off on a whole new adventure. You say goodbye to the familiar routine of a steady paycheck and structured days, venturing into a world of limited resources and boundless free time. It’s quite a departure from what you’ve known all your life. Now is the moment to see
Mastering Money: Key Financial Challenges in Your First Decade of Retirement Read More »
By Jim Shellenberger, CFA, CFP® Ah, tax season—not exactly the most wonderful time of the year, right? We get it. But like it or not, the time to file our taxes is upon us, and taking a proactive approach can help you overcome stress so you can focus time on what you do enjoy. To
Your Tax-Preparation Checklist Read More »
By Jim Shellenberger, CFA, CFP® Whether you’ve just started your earning journey or you’re ready to retire, your chances of sticking to your financial road map and reaching your life goals increase significantly with a trusted financial advisor on board for the ride. (1) A financial advisor can not only add to your annual yield,
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