Tweet In this our fifth in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we note that clients will often be unaware of or ignore the potential risks of premature death, short- and long-term disability, casualty losses, lawsuits, retirement plan security, unplanned estate distribution issues, etc. Such events can [...]
Retirement Planning
Poor Management of Risks Associated with Unexpected Events
by Woody Burriss on July 23, 2012 · 0 comments
Improperly Structured Portfolios
by Woody Burriss on July 9, 2012 · 0 comments
Tweet In this our fourth in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the fourth root cause of inadequate retirement saving, which is improper allocation of their retirement accumulation portfolio(s) when measured against their objectives and risk tolerance. We have been witnessing a steady decline in [...]
Inefficient Use of Retirement Planning Savings Vehicles
by Woody Burriss on June 25, 2012 · 0 comments
Tweet In this our third in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the inefficient use of retirement savings vehicles. Selecting the appropriate use of accumulation vehicles for their unique situation can be an overwhelmingly daunting task to the client. There are a wide range of [...]
Get Your Estate in Order!
by Dan Madden, CFP® on June 11, 2012 · 0 comments
Tweet As we mentioned in a previous post, Whitney Houston was having some trouble with estate planning before her death due to complicated family issues. And now after her passing, it may only get worse. Financial Planning Magazine discusses what could become a big problem. If Whitney has only a simple will, and leaves her [...]
