Get Started on Your Plan
The first step is to talk with Andrew about your financial planning needs.
ChatGPT Retirement Planning Input Table
The table below gives a list of data needed by ChatGPT to do a first-pass at determining if / when you can retire. Use the following link to…
4 min read
How to Handle a Brokerage Account with 100s of Stocks
I wrote this blog post to help those of you who are reaching retirement age and own a lot of individual stocks in your brokerage account, and you are not…
4 min read
Keep Asset Classes Separate When Investing in Retirement
This is a written summary of a video I posted on YouTube. Introduction Recently, I worked with a client couple who were considering using Schwab Intelligent Portfolios,…
4 min read
Intro to Bonds
I have had a few new clients recently tell me they do not understand bonds and therefore have not invested in them. They are currently invested in money…
4 min read
End of Year Capital Gains Strategies
Links to 2023 Mutual Fund and ETF Year End Distributions The following links take you to the details of funds that are paying out capital gains or dividends…
4 min read
Where to Find an Hourly Financial Planner
Do you want objective financial advice? Are you comfortable managing your own investments at Fidelity, Schwab, Vanguard, or others? Then you should consider hiring an hourly…
4 min read