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real financial planning

Featured

The Value of Real Financial Planning

Have you ever worked with a financial planner before? How was that experience? Hopefully, it was a good one. Even if you haven’t, you likely

David Fulton February 26, 2021

money mistakes

Financial Planning

The 10 most common money mistakes people are making

How confident are you that you’ve made all the right financial decisions? We often get asked what mistakes people are making so our clients can

David Fulton February 25, 2021

roth conversion

Investing

4 Important Considerations Before Making a Roth Conversion

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider

David Fulton February 25, 2021

Rollover a tsp to an ira

Federal Employees

6 Great Reasons to Rollover a TSP to an IRA When You Retire

One of the most frequent questions asked by those leaving government service is what to do with their Thrift Savings Plan (TSP). The decision will

David Fulton February 25, 2021

Thrift Savings Plan

Featured

6 Reasons to Keep Your Thrift Savings Plan When You Retire

The decision to roll over your Thrift Savings Plan into another retirement account is a wholly personal matter but should be made only after analyzing

David Fulton February 25, 2021

investment policy statement

Investing

Investment Policy Statement Aligns your Investments with Your Values

Building an investment policy statement: Aligning your resources to your values Are you intentional with your saving and investing strategy? This question is relevant

David Fulton February 25, 2021

budget

Budgeting

Managing Your Money with Intention with a Budget

If you’re like most people, the idea of sticking to a budget has become an exercise in futility. Maybe you’ve never had a budget but

David Fulton February 25, 2021

living a life of intention

Goal Setting

4 Steps to Living a Life of Intention

Living a life of intention means being deliberate with how we create our lives. It’s about choosing how we want to spend our time, our

David Fulton February 25, 2021

disability savings account

Special Needs

Disability Savings Accounts: ABLE 529a vs a Special Needs Trust

With the passing of legislation establishing the ABLE 529a, many people now have access to increased disability savings account options and wonder how ABLE accounts

David Fulton February 25, 2021

bucket strategy

Investing

Using a Bucket Strategy to Manage a Trust Account

As a trustee, you are legally obligated to act in the interest of your beneficiary, and one day you may be called to prove the

David Fulton February 25, 2021

Featured Posts:

real financial planning

The Value of Real Financial Planning

Thrift Savings Plan

6 Reasons to Keep Your Thrift Savings Plan When You Retire

Special Needs Planning Guide

Special Needs Planning Guide: From Birth to 3

letter of intent

The Criticality of a Letter of Intent

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