Client Access: 
8.30.15
PlanForComfort: The 10 Cornerstone Principles of Asset Allocation
There are 10 principles for establishing and maintaining an optimal asset allocation. With them, you can build an appropriate portfolio for your situation.
8.23.15
PlanForComfort: Six Questions to Ask Older Parents
As your parents age, they may become increasingly reliant on adult children to help them manage their money. Here are some questions to help you get the conversation started.
8.17.15
PlanForComfort: The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle
As people live longer and healthier lives, retirement income and distribution strategies require a flexible approach that provide for changing needs over time.
8.9.15
PlanForComfort: Naming Beneficiaries: What You Need to Know
This article explains why one of the most important issues in estate planning is whom to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities.
8.2.15
PlanForComfort: Getting Divorced? A Checklist for a Financially Sound Separation
Separating your finances after a divorce is a vital first step on your road to singlehood. This checklist can help you get off to a strong start
7.27.15
PlanForComfort: Exit Strategies for Entrepreneurs
Finally, a successful exit process should be based on a sound understanding of existing business relationships and provisions. You should identify the key professional and executive talent in your firm and then formulate appropriate reward and retention strategies for them.
7.19.15
PlanForComfort: When It Comes to Retirement, Timing Is Everything
Regardless of income level, maintaining lifestyle expectations through a retirement that may last 30 years or more requires careful planning.
7.12.15
PlanForComfort: 6 Questions to Ask Older Parents
As your parents age, they may become increasingly reliant on adult children to help them manage their money. Here are some questions to help you get the conversation started.
6.28.15
PlanForComfort: The Importance of Emergency Savings
Many financial experts recommend setting aside enough money to cover three to six months’ worth of expenses in the event of a major financial surprise.
5.28.15
PlanForComfort: Buy-Sell Agreement Case Study
Overview: Closely held business owners will, at some time, have to address the issue of transferring ownership of their business for estate planning purposes, retirement planning, and/or providing for continuation of business operations in the event of unexpected health issues and even divorce. Who Benefits? Virtually any C Corporation, S Corporation […]
