Get Started on Your Plan
The first step is to talk with Andrew about your financial planning needs.
Living Off Your Money in Retirement
The Best Method for Managing Your Own Retirement Investment Portfolio Your investment portfolio during retirement must be able to handle several issues. It must allow for withdrawals sufficient to…
4 min read
Financial Advisor vs Financial Planner
Financial planner vs financial advisor. What is the difference? First, what is a financial advisor? Your parents or your grandparents probably had a stock broker. Someone who suggested which shares…
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Retire with 1 Million
A Roth IRA account is a great way to create a million dollar retirement. Types of IRAs – There are two main types of IRAs, a traditional IRA and a Roth IRA. The taxes on…
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Consulting Financial Planner
Businesses use consultants to provide “objective advice and assistance relating to the strategy, structure, management and operations” of their organization. Consultants are paid to analyze the business, a project the…
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SEP IRA vs SIMPLE IRA
Should you open a SEP IRA or Simple IRA if you are a one-person business? This review is for a one-person business whose owner is age 50 or over. It…
4 min read
How to Find a Financial Advisor You Can Trust
Before trying a new place or making a purchase, you probably look for online reviews on sites like Yelp, Amazon and Google. You have probably tried reading reviews of financial advisors and financial planners but it…
4 min read