Get Started on Your Plan
The first step is to talk with Andrew about your financial planning needs.
What are Tax Efficient Withdrawals in Retirement?
The definition of tax efficient withdrawals in retirement means correctly managing which account type your investments are in, when to pull from these accounts, and whether you should convert…
4 min read
Benefits of Using an Hourly Fee-only Financial Planner
As you investigate financial advisors and the various methods financial advisors and financial planners use to charge for their services, you should become aware of the benefits of…
4 min read
Actual Numbers for Social Security Income Amounts at 62, 67, and 70
You’ve probably heard or read that you should wait until age 70 before claiming Social Security. In this blog, I’m going to show you actual numbers, so that you…
4 min read
My Favorite Stock ETF is OMFL
Currently, my favorite stock ETF is the Invesco Russell 1000® Dynamic Multi-Factor ETF. The ticker symbol is OMFL. Let’s go through the name of this ETF and…
4 min read
Diversify Your Investments For Future Performance
It is important to understand that just because the stock market has done very well in recent memory (2022 excluded), does not mean that will always be the…
4 min read
Are We Near the Stock Market Bottom (2022)?
As I am sure you know, the stock market in 2022 has had a terrible year. As of October 10th, it is down 24% for the year. Could…
4 min read