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Financial Planning for Your Life

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On The Road to Retirement, Chart Your Path with a Flashlight – Not A Streetlight

In some ways, modern investment planning exhibits a streetlight effect - a small focus instead of a long and flexible one. Most instructional material focuses on identifying principal risk, but what if we were to focus on income?

The New Thirty-Somethings

Every generation has its unique challenges, but parenting has always been one of them. Parents try to prepare their children to be independent, but economic forces are conspiring to make that increasingly more difficult.

Retirement Planning for Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. This article aims to address a few of these issues.

Please, Tell Me. How Do You Pick Your Investments?

A good place to start would be to understand what your investments “need” to do in your retirement portfolio, and in light of your “need,” what investments have the best chances of creating your successful future.

Tax Planning for the Self-Employed

If you're self-employed, you'll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips.

Growth vs Income

Which comes first... growth or income? A look at the emotional impact of market volatility, and the power of dividends.

Can You “Handle” the Next Market Crash?

If you are like most, you know that there will be another market crash, but you just don’t know when. History leads us to believe that it will come sooner rather than later. So, if it comes in the near future, are you prepared?

Chess, Not Checkers

How is planning a successful retirement like playing a game of chess? Let’s break down some of the pieces on the chess board…

Modern Portfolio Theory

Modern Portfolio Theory has been widely adopted by the financial services industry as the “go-to” investing philosophy.

You Plan Your Days, Let Us Plan Your Financial Future!

For several decades now, we have spent our days creating individualized financial plans for our clients, while they spend their time focusing on getting through the day. Together we can create an individualized financial plan with your specific goals and dreams in mind, focused on your future.

Not sure you're ready to get started? Find out more about the Simplicitree® Financial planning process and how we work with you and for you.

More About Financial Planning

Why Are So Many People Switching to Insight Folios?

Our client-first approach puts the focus right where it should be; on you and your needs. We start by fully understanding your financial goals and personal situation. Then we tailor an income plan to help you maximize the probability of reaching your long-term goals. Our commitment extends far beyond our initial income plan recommendation. We stay in touch and deepen our relationship, because we believe the better we know you the better we can serve you. As your needs change and market conditions shift, we help you adhere to and maintain the income strategy specifically designed for you, even when it’s difficult. Our client programs, educational materials and proactive communications will keep you well-informed along the way.

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