• Planning

    Process

    What rates should you use for Inflation, Investment Returns, Taxes...? Understanding and utilizing proper rates within your financial planning is critical to avoiding roadblocks that can derail your retirement planning.

  • Tax

    planning

    It is your duty to minimize your tax bill, and tax management can effectively (and legally) lower your taxes. Since taxes seem likely to traject upwards in the near term future this has become even more important.

  • Understanding

    Investments

    In today's financial markets the number of investments and products are seemingly endless. Without knowing the investments that are available it can be extremely difficult to implement a successful investment strategy.

  • Investment

    Strategies

    Once you've learned the multitude of investments that are available how do you go about putting them together to create a successful portfolio? This chapter focuses on the different types of strategies available to investors.

  • Retirement

    Accumulation

    Retirement savings often comprise a large portion of an investor's wealth. Here we will look at investment vehicles designed to accumulate savings like pensions, 401(k), 403(b), 457, SIMPLE plans, SEP, IRA, Roth, and annuities.

  • Retirement

    Distribution

    After spending decades accumulating assets it will eventually become time to start distributing assets to create an income stream in retirement. Here we examine different distribution strategies and Social Security.

  • Risk

    management

    While much emphasis of the retirement planning process revolves around wealth accumulation, one must also protect and preserve that wealth. This chapter focuses on protecting you and your family through various insurances.

  • Estate

    Planning

    Regardless of your net worth, it is vital to have the basics of an estate plan in place. Such a plan can provide control over assets and ensure that your values and financial goals are still considered in the event of incapacity or death.