Withdrawal Rates: A Strong Case for Diversification
Is the 4% withdrawal rate still a good rule of thumb for retirement? The latest analysis of this popular strategy may say otherwise. The previous long-term consensus was that 4% was a safe withdrawal rate. What that means, is you would plan to take 4% of...
7 Healthy Financial Steps for 2022
The New Year is not only a great time for establishing or re-establishing healthy fitness habits, but it’s also a great time to check in on your financial health no matter your age or how much money you make. What actions could you take in 2022 that take you...
An End of Year Financial Checklist: 10 Things to Consider
The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...VIDEO SERIES: Arch Coal Employee Benefits Package + Retirement Considerations
***UPDATE: Pension plan options are changing for you! Contact us and we’ll help you make the most of your options. In this 4 part video series, Certified Financial Planners and Advisors, Ryan and Gabe, cover the components of the Arch Coal Benefits package and...
Diversification: Why is it Important?
What is Diversification? Diversification is all about risk and preparing for it! It is easy in times like now to want to put all of your marbles in one jar, especially if that jar is the S&P 500! However, as we build portfolios for retirement, we have...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
