Our Blog

Do I Really Need A Financial Advisor?

https://youtu.be/xqcPUU6DXI0 Warren Buffett once said, “never ask a barber if you need a haircut.” But honestly, here at Streamline Financial we're not salesy, and we're not desperate to work with new clients. And actually, we don't work with anyone where the value that we provide isn't more than...

Retirement Withdrawal Strategy

https://youtu.be/SOa7UC8TvA0 Here at Streamline, we usually model out different retirement withdrawal strategies or outcomes that could play out for our clients. Right now, we're looking at historically low tax rates in our country and as you look at history, it seems to move in a cyclical...

Biden’s Impact on Your Retirement Plan and Tax Plan

https://youtu.be/6veuJwG8dBw The Biden administration is proposing changes and, in this post, we’ll look at what they might mean for your retirement. The first one is only going to impact people who have assets totaling over a million dollars. But the second proposal, in my opinion, is going to...

The #1 Mistake People Make When They Use A Financial Advisor

https://youtu.be/syoKZETzrOc There’s one common mistake that people make when using a financial advisor. If you know what it is ahead of time, you'll know: what to look out for when you're talking to advisors;how to get the maximum benefit when working with an advisor; andwhether or not you found...

Warren Buffett Advice and Quotes on Retirement Planning

https://youtu.be/kHhU70F8S7c Warren Buffett is one of the greatest investors of all time. In this post, I’m going to see how we can use some of his advice to help plan a successful retirement. “I do know that when I am 60, I should be attempting to achieve different personal goals than those which...

The First Step When Planning For Retirement

https://youtu.be/OZTwu3rcYUY In this post we're going to look at the first step to take when you're planning your retirement. If you're already retired, don’t worry, it's not too late for you to do this too. The first step to take when creating your plan is something that you've probably heard of....