How much do I need to retire?
5 steps to help you determine your target number We all think about just how much we need to...
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Author: Greg Phelps, CFP®, CLU®, AIF®, AAMS®
Major Expenses In Retirement and How They Affect Retirement Planning
Do you know what the major expenses in retirement are and how you are going to pay for them? ...
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Inherited IRA Rules & Beneficiary IRAs
What are the rules when you inherit an IRA? Inheriting an IRA (Individual Retirement Account)...
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Small Cap Investing & Value Investing Performance of DFA Mutual Funds (Dimensional)
Hello everyone! My name is Greg Phelps and I want to just take a quick second to thank you for...
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What is long term care insurance?
First off, I do not sell any insurance whatsoever. While I advise clients on their individual...
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