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Financial Moves Everyone (Yes, Everyone!) Should Make in 2021

January 6, 2021 By Chris Struckoff

Many people think personal finance is complicated and stressful, so they put off the same important tasks year after year. The thing is, many of the principal financial decisions you’ll make are actually pretty cut and dry. Not only that,… Read More

Categories: Financial Planning Tags: fee-only financial planner, finance, financial moves, financial planner, hire financial planner, investing, long-term financial plan, retirement, retirement planning

Top 5 Things to Know About Required Minimum Distributions [INFOGRAPHIC]

December 10, 2020 By Chris Struckoff

Top 5 Things to Know About Required Minimum Distributions

Required minimum distributions (RMDs) are distributions mandated from non-Roth retirement accounts by the IRS once you reach a specified age. In a sense, this is a way for the IRS to be “paid back” for the tax break you received… Read More

Categories: Financial Planning Tags: fee-only financial planner, finance, financial planner, hire financial planner, investing, long-term financial plan, Required Minimum Distributions, retirement, retirement planning, RMD

9 Questions You Must Ask When Hiring a Financial Advisor

December 3, 2020 By Chris Struckoff

9 Questions You Must Ask When Hiring a Financial Advisor

Hiring a financial advisor can feel overwhelming, and that’s mostly because so much is at stake. After all, the strategy you use to invest and grow wealth can have a profound impact on your life now and later on.  Not… Read More

Categories: Financial Planning Tags: fee-only financial planner, finance, financial planner, hire financial planner, investing, long-term financial plan, retirement, retirement planning

Why Should I Hire a Financial Advisor?

November 19, 2020 By Chris Struckoff

Thanks to modern technology, there are hundreds if not thousands of tools that can help you manage your own money. You can invest in a brokerage account or open a retirement account using your mobile device, and you can even… Read More

Categories: Financial Planning, General Tags: fee-only financial planner, finance, financial planner, investing, long-term financial plan, retirement, retirement planning, Tax Efficiency

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