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Income Allocation – Secure Your Income First

By | 2018-02-08T23:15:29+00:00 January 8th, 2018|Featured, Planning|

Income Allocation over Asset Allocation    Secure your income first to gain peace of mind. By: By: Ross Hoffman, AWMA®, CFP®, AIF® How much do you worry about outliving your assets after you retire? What if you could live off 25% to 50% of your portfolio and feel secure about doing whatever you wanted with

The Immeasurable Value of a Second Opinion

By | 2018-01-24T04:13:19+00:00 January 5th, 2018|Featured, Planning, Uncategorized|

GOOD ADVICE AND SECOND OPINIONS: QUALITY OVER QUANTITY Quantity of advice is easy to come by – on the job, in the media, among your social circles and from armies of quota-driven salespeople. Quality advice is much more elusive. It’s no wonder families often lose heart and settle for so-so, instead of feeling absolutely

Resolving the “I Just Want To Go To Cash Conundrum.”

By | 2018-01-24T04:14:16+00:00 November 21st, 2017|Featured, Investing|

Recently, I was speaking with someone who had just sold his business and had decided to retire. He told me he was also thinking of selling all of the stocks he owned, so he and his wife could live off the combined proceeds for the rest of their lives. He was wondering whether his

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