Author: Greg Phelps, CFP®, CLU®, AIF®, AAMS®

Major Expenses In Retirement and How They Affect Retirement Planning

Posted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 2, 2019 | Debt/Credit, Insurance, Medical & Healthcare, Planning, Tax Planning |

Do you know what the major expenses in retirement are and how you are going to pay for them? ...

Inherited IRA Rules & Beneficiary IRAs

Posted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Oct 14, 2019 | Estate Planning, Planning, Tax Planning |

What are the rules when you inherit an IRA? Inheriting an IRA (Individual Retirement Account)...

Small Cap Investing & Value Investing Performance of DFA Mutual Funds (Dimensional)

Posted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 24, 2019 | Investing |

Hello everyone! My name is Greg Phelps and I want to just take a quick second to thank you for...

What is long term care insurance?

Posted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 21, 2019 | Insurance, Medical & Healthcare |

First off, I do not sell any insurance whatsoever. While I advise clients on their individual...

Pre-Retirement Checklist

Posted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 21, 2019 | Planning |

The thought of retirement brings joy and excitement . . . it should after all! That trip to...

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