What is financial planning?
You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 2, 2020 | Debt/Credit, Estate Planning, Insurance, Investing, Medical & Healthcare, Planning, Tax Planning | 0 |
You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Apr 28, 2020 | Debt/Credit, Estate Planning, Insurance, Investing, Medical & Healthcare, Planning, Tax Planning | 0 |
This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Feb 4, 2020 | Insurance, Investing, Planning, Tax Planning | 0 |
Who wouldn’t want to add 1.57% to 2.99% to their retirement planning? According to Morningstar and Vanguard studies, smart financial planning and investment decisions can add from 1.57% to 2.99% to your bottom line in retirement!
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 11, 2019 | Insurance, Medical & Healthcare | 1 |
One of the top concerns most retirees have today is suffering late in life healthcare expenses. Long-term care expenses can easily wipe out your life savings (or your spouses when you pass). One solution is to consider purchasing long-term care insurance, and this interview covers everything you’ll need to know!
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 10, 2019 | Insurance, Investing, Medical & Healthcare | 0 |
Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 2, 2019 | Debt/Credit, Insurance, Medical & Healthcare, Planning, Tax Planning | 0 |
Do you know what the major expenses in retirement are and how you are going to pay for them? ...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 21, 2019 | Insurance, Medical & Healthcare | 0 |
First off, I do not sell any insurance whatsoever. While I advise clients on their individual...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jul 24, 2019 | Insurance, Planning | 0 |
This interview with Mark Mrky I did as part of my Wealth Summit series of interviews. Mark is a...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Sep 26, 2017 | Insurance, Medical & Healthcare | 0 |
Medicare’s Open Enrollment period is from October 15 – December 7, 2017, with...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | May 5, 2016 | Insurance, Investing | 0 |
Variable annuity leader Met Life fined Go figure! In our last blog on variable annuities...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | May 4, 2016 | Insurance, Investing | 0 |
How do variable annuities work? Let’s start with “what is a variable annuity?”...
Read Moreby Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 13, 2015 | Insurance | 0 |
What is term life insurance? Term life insurance is exactly what the name implies. It’s life...
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