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Articles in Comprehensive Financial Planning

Comprehensive Financial Planning refers to advisors who consider all aspects of financial advising in order to come up with a single, all-inclusive financial plan to meet all of your planning needs.
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Wealth Planning is For Everyone

by Paul David Fenner Level 6
Wealth Planning is For Everyone The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you.  Instead of feeling ...(more)
Comment   |  Mar 18, 2018
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Is Now the Time to Refinance?

by Cameron Hamilton Level 12
In the first Godfather movie, young Michael Corleone says the famous line, “It’s not personal, Sonny.  It’s strictly business.”  Anyone who has seen the movie or been on the receiving end of this saying knows that every ...(more)
Comment   |  Oct 27, 2016
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Lessons from Ailing Pension Plans

by Cameron Hamilton Level 12
Benjamin Franklin wrote that nothing in this world can said to be certain, except death and taxes.  If he lived today, he might add underfunded pensions as a third certainty.   The Pew Charitable Trusts¹ reported this ...(more)
Comment   |  Oct 27, 2016
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Why Losing Hurts So Bad

by Cameron Hamilton Level 12
It’s time for a pop quiz!  There are only two questions so there’s no need to play sick and cut class.  This will be quick and painless. Question 1: Which do you choose? A.) Get $900 for Sure B.) 90% Chance to Get ...(more)
Comment   |  Oct 27, 2016
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Are Stock Buybacks Good or Bad?

by Cameron Hamilton Level 12
 Microsoft announced¹ last week that it has authorized up to $40 billion in stock buybacks this year. Investors may wonder why a company would choose to purchase its stock at a time when the company and both major ...(more)
Comment   |  Oct 27, 2016
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5 Must-Do Money Moves When a Baby Arrives

by Nicholas Ronald Vail Level 10
You’ve recently had a child, congratulations!  What an exciting time for you and your family.  You are probably swamped with visitors wanting to check out your “little one.”  Everything may seem like a whirlwind for you ...(more)
Comment   |  Mar 09, 2016
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Special Needs Trust | Estate & Financial Planning for Family

by Kristine Abra D'Esterhazy Level 13
When our child was diagnosed with a developmental disability, the last thing on our minds was estate planning.  We were immersed in the world of Early Steps, doctors, therapy, and Individualized Education Plans.  Then, ...(more)
Comment   |  Jan 08, 2016 from Jacksonville, FL
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The Shrinking Bag of Social Security Tricks

by Elliott Henry Weir Level 10
Recently, Congress passed a budget bill ending the “file-and-suspend” Social Security planning technique. Does it matter now when to start taking your Social Security benefit?   Yesterday’s news headlines provided me ...(more)
Comment   |  Dec 01, 2015 from Austin, TX
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A Wealthy Tale

by Carlos Sera Level 20
A WEALTHY TALE “WHAT IS WEALTH?”     For as long as I remember, I’ve been fascinated with the concept of wealth.  It is a subjective concept that we’ve objectified.  Almost 99% of the world’s objective wealth ...(more)
Comment   |  Sep 24, 2015
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Social Security: A Woman’s Perspective

by George Cabalu Level 20
Regardless of whether you’re a man or a woman, Social Security will not – and was never designed to – provide all of the income you’ll need to live comfortably during retirement. At best, your income from Social ...(more)
Comment   |  Apr 23, 2015
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