Get Started on Your Plan
The first step is to talk with Andrew about your financial planning needs.
Are Schwab Intelligent Portfolios® the Best Robo Advisor for Retirees?
In this post I will explain why I think the answer is yes. Charles Schwab Inc. is a huge investment company known for offering low cost investments. They are the original discount…
4 min read
Six Retirement Risks
Christine Benz is very well known in retirement planning circles due to her work at Morningstar where she does retirement research on portfolio planning topics. She gave a…
4 min read
Optimal Asset Allocation if you Receive a Pension
If you receive a pension, what stock allocation percentage should you use in your investment accounts? Every retiree or soon to be retiree needs to determine how…
4 min read
What is a Pension Worth?
In this post I am going to show you a method for calculating your pension value. You can use these calculations to determine how much you would need…
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Sample Financial Plan
What does a financial plan look like? (Updated 2022) In this blog post I am going to show you highlights of a sample financial plan for a couple…
4 min read
Thematic ETFs at the IMN Global Indexing Conference (MOAT, ESPO, IPAY)
Last week I attended the IMN Global Indexing and ETFs conference in Dana Point, California. One excellent benefit of living in North County San Diego is that many…
4 min read