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Below you'll find a list of all posts that have been tagged as “dividends”

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Renters & Squatters

Paul Durso September 11, 2018 Income Planning, Income Planning, Income Planning, Insight Investing Articles, Insight Investing Video, Investing, Investing & Planning, Retirement

Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.

Honey I Shrunk the Portfolio

Paul Durso May 14, 2018 Academy, Finance 101, Income Planning, Insight Investing Video, Investing, Risk Management

Do you get frustrated when you open your investment statements and see you lost money? Learn how to turn a loss into a gain.

If You Want To Retire, You Need To Put Your Money To Work!

Paul Durso October 25, 2017 Academy, Finance 101, Income Planning, Income Planning, Insight Investing Articles, Investing, Investing & Planning, Retirement, Retirement Planning

Why are so many Americans afraid they will not be able to retire because they don’t know how to put their money to work.

We Work For You

Yes, we have a fiduciary responsibility to work in your best interests. But more than that, we have a passion to educate you to bring a clarity and understanding of your financial and retirement situation that you can judge for yourself if our recommendations are indeed in your best interest. We empower you to make sound and supportable decisions that could impact the rest of your life.

Established & Experienced

Our advisers have collectively worked for over 100 years in the financial industry and have experienced the financial world from both inside and out. This experience has caused us to rethink much of what we have been taught. Based on the financial world as we know it, we believe there is another approach to financial and retirement planning, as a result, we have created our proprietary Simplicitree® planning system.

Your Money, Your Terms

With our new tools, unbiased and logical results, you can understand what recommendations make sense for your specific situation. With your Simplicitree® plan in hand, you can make informed decisions that build confidence in your future. We are versed in equities, bonds, annuities, life insurance, and many other investment options, but you will never be pressured into an investment. With your plan to support your decisions, you can decide and truly understand what makes sense for you.

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