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Financial Planning for Your Life

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Where’s The Beef

Find where the real money is when you invest. Watch Paul go over the "beef" of your investments.

Five Things to Watch Out for When Buying Long-Term Care Insurance

You've researched long-term care insurance (LTCI) and are seriously thinking of buying a policy. Just make sure you're doing it for the right reasons--don't be swayed by unsubstantiated sales pitches. Here are some claims you'll want to think twice about.

Financial education for kids

When it comes to teaching kids about money, the best piece of advice I can give is… the sooner the better.

Introduction to Retirement Planning

Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. To make appropriate choices, you need to predict--as well as you can--your future economic circumstances.

401K Mistakes

Saving in your 401K can be an easy and painless way to build your retirement savings. Because it’s so easy and painless, it can also be ignored for long periods of time, which often leads to mistakes like…

Company Buyouts

Knowing whether or not to accepts a company buyout is tough. There are so many variables to take into consideration, with the biggest being if you take the buyout, can you stay retired without the fear of ever running out of money?

Ten Little Parallels

When I am trying to find a good topic on which to write, I tend to gravitate to things like “lessons learned” or “lessons I wish I learned” or “lessons people should learn.” For some reason the lessons my wife, Lori, and I taught our children popped into my mind, and I started thinking about whether or not these lessons could be applied to planning and investing.

Quit Drinking the Mutual Fund Cool Aid

The mutual fund industry has a nice image of low fees and good returns, but what will you find when you look deep inside the mutual funds books?

How to Break Bad Money Habits

Many of us plan thoughtfully for all kinds of life goals. Yet many of us spend impulsively, using our money on the moment rather than saving or investing it for the future.

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

For several decades now, we continue to spend our days creating individualized financial plans for our clients. You spend your time focusing on getting through the day. Together we can create an individualized financial plan with your specific goals and dreams 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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