James Brewer
Financial planning for divorced people is more important than you may think! When contemplating divorce, many people put themselves under undue stress, as they worry about their financial well-being. Much of that stress is due to the fear of the unknown before, during, and after divorce. It is important to realistically focus on your financial…
James Brewer
Do you have a spending plan based on maintaining your lifestyle? How long can you sustain your current lifestyle? Have you stopped to envision what retirement lifestyle you want to enjoy? Is it visiting grandchildren, taking trips around the world are taking time for some hobbies the corporate rat race didn’t allow for? No matter…
James Brewer
The term financial plan gets thrown around casually these days. The term financial advisor is, believe it or not, equally applied to insurance agents, stockbrokers, investment adviser representatives, and those with advanced designations such as the Certified Financial Professional (CFP®). That said, some financial planners will deliver, what I call, “an assessment that does not…
James Brewer
Have you looked at a map at an outlet mall trying to find your way to a particular store? Some of the signs have a “you are here” sticker to help figure out where you’re at. No matter where you are in life — planning for retirement or planning your estate — you have goals…
James Brewer
Most people I talk to, don’t have a spending plan and feel financial independence is a pipe dream. True financial independence means having enough wealth to live on without working. For you, it may mean living a certain lifestyle. However, most of the people I talk to don’t have a budget. Dictionary.com is instructive with…
James Brewer
I recently met a couple who had a strategy for their retirement investments, but no strategy for claiming Social Security. Using advanced software, I projected they would potentially increase their lifetime income sufficiently by using the replay strategy highlighted in “Get What’s Yours, The Secret to Maxing Out Your Social Security.” In this instance, the…
In my experience, most people focus on their children’s college savings goals at the expense of their retirement. Depending on you, you’re paying for a private school, cars, homes, and food that supports them today. Heck, you’re enjoying having them around. That doesn’t mean you don’t want to retire comfortably. Freshman year of college typically…
Each year, the Free Application for Federal Student Aid (FAFSA) application period opens on October 1. It’s important that you file this paperwork as close to October 1 as possible. Why? The FAFSA is used to apply for federal, state, and college-based financial aid. This paperwork is critical, but many parents put it off since…
James Brewer
A good plan for paying for college is about more than starting to save early. It’s also about creating a strategy to pay less for attending college. If you have college-bound children and plan to help pay for school, this information can help you prepare and pay for college costs. Create a plan to pay…
James Brewer
Don’t think you can afford a financial planning service? Wondering if you are doing the right things? Heard no financial advisor wants someone with your limited account size? We believe true financial advice is not limited to investing. It provides advice on clarifying your goals and how to fund them. It looks for ways to…
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