by Bill Reiner | Jul 20, 2020 | Podcasts
2020 has been an extremely difficult year on many levels. Wild swings in the equity markets have rattled many investors. What should you expect moving forward? What can be done? In this episode of Planning Makes it Possible, Bill Reiner, CFP®, ChFC®, discusses 7...
by Bill Reiner | Dec 4, 2019 | Podcasts
Target Date or Lifecycle Funds have exploded in popularity in the last 10 years. Almost all retirement plans today offer some form of turn key asset allocation fund. What should you know about these funds before investing? Are there differences between them and what...
by Bill Reiner | Oct 16, 2019 | Podcasts
The most powerful one page in your financial plan is your beneficiary designation form! Often dismissed as simply a required necessity to open an account, the single page beneficiary form is a critical part of ensuring your funds pass how, when and to whom you want. ...
by Bill Reiner | May 30, 2019 | Podcasts
Our topic today is Leave It or Roll it!? Which deals with what to do with your retirement plan when you leave your employer. It’s very common in our practice to work with clients who are transitioning jobs or, who have decided to retire. An important decision that...
by Bill Reiner | Feb 12, 2019 | Podcasts
Saving for a real estate purchase is a common objective we help our clients to plan for, and achieve. A new home, a rental property or maybe a vacation home are goals many of our clients are working towards. In this Episode of Planning Makes it Possible we talk to...
by Bill Reiner | Jan 4, 2019 | Podcasts
In this episode we discuss the recent market volatility and the steps clients can consider in dealing with the short term fluctuations of the capital markets. Podcast: Play in new window | DownloadSubscribe:...
