Live Webinars
What makes for a happy and satisfying retirement? Consider the following:
“The average person estimates they will spend 23.8% of their life in retirement.”
“Only 44% believe…
The length of retirement is one of the most important assumptions in a financial plan; therefore, care should be taken that is estimated as accurately as possible. This…
Join financial advisor Paul Peeler as he discusses the invisible side of caring for a child or loved one with a severe mental illness. We cover often-overlooked aspects of…
You are not a financial proctologist BUT you need to have accurate expenses to have accurate projections. Unfortunately, many clients struggle to track their spending. As a result…
Advisors are becoming increasingly aware of the importance in understanding not only a client’s financial situation, but also how their aspirations and values tie into their…