2023 Wrap Up: The Financial Outlook For 2024 (Part 2)
In case you missed it, we recently released a podcast episode with Keith Lockwood (CIO), where we reflected on this year’s financial landscape. Coming off a pretty good year in the market, what can we expect to see in 2024? Listen in as we discuss the anticipated trends and challenges that the new year might […]
2023 Wrap Up: End of Year Market Update (Part 1)
As we wrap up the year, we are joined by Keith Lockwood (CIO) for a two-part discussion, exploring the financial dynamics of 2023 and providing insights into what lies ahead in 2024. Listen in as we chat about this rollercoaster of a year, focusing on the unprecedented market gains in November and December, the dominance […]
End of Year Financial Planning Strategies For 2023 (Part 1)
It’s that time of year! Join us for a thoughtful episode where we unpack some end of year financial planning strategies for 2023. We’ll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Dan Oaklief, RICP®, CPFA® joins us for today’s conversation. […]
Interviewing Potential Advisors: Key Questions to Ask to Determine the Right Fit
Finding the right financial advisor is a crucial step toward achieving your financial goals and securing your future. Just as you would carefully select a doctor or lawyer, it’s essential to choose a financial advisor who aligns with your needs and values. The interview process is your opportunity to gather information, assess compatibility, and make […]
Maximizing Tax Efficiency: Exploring the Role of Annuities in Your New Year’s Financial Plan
As you set your sights on a new year of financial growth and stability, it’s essential to consider strategies that can enhance your tax efficiency while securing your financial future. Annuities, often hailed for their potential to provide a reliable income stream, also play a significant role in optimizing your tax strategy. In this article, […]
Achieving Financial Peace of Mind: Key Tasks for Your Year-End Financial Planning
As the year draws to a close, it’s an opportune time to reflect on your financial journey and set the stage for a secure and prosperous future. Year-end financial planning is more than just crunching numbers; it’s about achieving peace of mind by organizing your finances, setting goals, and making strategic decisions. In this article, […]
Should You Retire at the Same Time as Your Spouse?
Key Considerations for Couples Planning Retirement Together As a financial advisor, I often find myself discussing retirement plans with couples who are contemplating the idea of retiring simultaneously. The notion of embarking on a shared retirement journey, free to pursue dreams, travel, and enjoy quality time together, is undeniably appealing. However, before making this important […]
Ep 104: What is the Certified Financial Planner Designation?
Anyone that’s looking for a financial advisor has probably seen all the different designations people might have, but it’s tough for anyone outside of the industry to know what everything means. If there’s one you want to pay attention to when it comes to building a plan, it’s going to be the Certified Financial Planner (CFP®) designation.
Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
Today’s guest is Colleen Lemasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG.
Ep 101: End of the Year Planning Pt. 2
On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.
