What’s Next? 7 Steps to Consider Now

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...

Target Date/ Lifecycle Funds

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...

The Most Powerful Single Page in your Financial Plan

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. ...

Leave it or Roll it.

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...

Realtor Jayne Thorsen

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...

Recent Market Volatility

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: Android |...