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What Is A Donor-Advised Fund?

https://www.youtube.com/watch?v=V6P4RPReJGg&feature=youtu.be Donor-advised funds are gaining a lot of popularity because of all the benefits that they provide. A lot of people thought that these benefits were only available to ultra-wealthy people or people who...

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Three Common Myths About Planning for Retirement

Three Common Myths About Planning for Retirement

The thought of retirement tends to bring people peace and hope throughout their entire career. The thought of planning for retirement, on the other hand, tends to be overwhelming. The idea of lining up finances to get you to that point can seem like such a burden....

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Two Reasons Not To Worry if the Market Goes Down

Two Reasons Not To Worry if the Market Goes Down

When we look at our investment accounts, it can seem so unpredictable these last few months, and really this whole year. They go up and they go down, there's big swings in the market, there's an upcoming election, and it just seems like a lot of uncertainty out there....

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The Three-Bucket Strategy

The Three-Bucket Strategy

There are quite a few different retirement withdrawal strategies out there and in this video I'm going to be going over the Three-Bucket Strategy. When using a strategy like this one, I've seen clients able to handle and move through bear markets or big corrections,...

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