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Financial Freedom Blog
About this time every year we seem to get a large number of questions about being ready for retirement. It might be the start of the New Year that brings out the inquiries or something else. For whatever the reason, if you’re thinking about retirement, we have two tools that … Read More
Top 10 New Years Resolution Lose Weight Get Organized Spend less, save more Enjoy life to the fullest Stay fit and healthy Learn something exciting Quit smoking Help others in their dreams Fall in love Spend more time with family 45% of Americans usually make New Years Resolutions 38% of … Read More
After you have looked back at your accomplishments and short-coming for 2016 (being gentle and positive), it’s time to look ahead to 2017 and set some personal financial goals for the upcoming year. These goals should be tied to your values and not items that someone (even your financial planner!) … Read More
As 2016 draws to a close and 2017 beckons, we find it helpful to take part in a planning process that is part looking back and part looking forward. Here are some suggestions for you to use in your planning for 2017 regarding your personal finances. Reflect on the past … Read More
Two lawsuits aimed at overturning the Department of Labor (DOL) rule that requires financial advisors who provide advice on retirement plans (including IRAs) to act as fiduciaries have met with early defeat. A third lawsuit was heard last month and the judge in that case promised a decision quickly. To … Read More