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Four Retirement Planning Questions To Consider

Four Retirement Planning Questions To Consider

Aug 26, 2024 | Blogs, Choosing the right financial planner, Fiduciary, Financial Planning, Money Stress, Retirement Plan

Be honest. Have you ever thought, “Am I doing what I should be doing planning for my retirement?” If so, you’re definitely not alone. It’s common to ask big-picture questions these days, especially when it comes to important issues like retirement planning and your...
The Effects of Investment Fees Over Time

The Effects of Investment Fees Over Time

Mar 5, 2024 | Blogs, Choosing the right financial planner, Fiduciary, Financial Planning, Investing, Money Stress, Retirement Plan

 High management fees may rob your retirement accounts and investments’ ability to grow.     Who’s Giving You Advice   When it comes to investing, everyone has an opinion on the best way to go about it. There are stockbrokers and money managers...
What is the FIRE Movement?

What is the FIRE Movement?

Feb 2, 2024 | Blogs, Choosing the right financial planner, Fiduciary, Financial Planning

Following the FIRE Movement? Seeking financial independence? Want to retire early? Start with this article.   Kevin McCarter Financial Planner Connect on Linkedin   Much of the chatter in the financial world is chattering with the word “Fire,”...
Does the age of your financial advisor matter?

Does the age of your financial advisor matter?

Jul 25, 2023 | Blogs, Choosing the right financial planner, Fiduciary, Financial Planning, Questions To Ask Your Financial Advisor Featured Posts, Travis Maus

According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55 years, with 38% expecting to retire in the next ten years. But does the age of your financial advisor really matter? Travis Maus Chief Executive...
Investing vs Saving – How Do You Balance Saving for Retirement with Other Savings Goals?

Investing vs Saving – How Do You Balance Saving for Retirement with Other Savings Goals?

Dec 8, 2022 | Blogs, Money Stress, Retirement Plan, Savings Goals

Many wonder how they should balance investing vs saving. This article will help you strike a balance that works for you.  This is a question we hear all the time from our clients, especially those who still have another 20+ years until retirement. The further away...
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