Estate Planning in Your 20’s
Estate planning in your 20’s probably isn’t something you’ve considered too much especially if you are single or a married with no children. However, this may be a mistake and…
Posts by Cameron Hendricks
Estate Planning in Your 30’s
Below is an excerpt from Chad Smith, CFP® who wrote about his own estate planning experience as someone in their 30’s: Our conversations started with the simple goal of establishing…
Estate Planning in Your 40’s
At this point in your life, your now juggling more responsibilities all while trying to balance things outside of work. You’ve likely been with your employer for a decent length…
Estate Planning in Your 50’s
Below is an excerpt from Haley Modlin’s blog post on estate plans: If you’re like most people you have a “set it and forget it” mindset when it comes to…
Estate Planning in Your 60’s
Tips The above chart from JP Morgan’s 2016 Guide to Retirement, provides a glimpse of the life expectancy of someone who is currently age 65. Given the 47% chance that…
My FPA NexGen Gathering Experience
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Influencer: (n.) the action or process of producing effects on the actions, behavior, opinions, etc., of another or others I…
What to do when your company switches 401k providers
Lately we’ve noticed an increased number of employers switching 401k providers with the majority of these moving to more attractive plans for the employees! Maybe they saw this recent article…
“Past Performance does not…”
Last week I wrote a post about this topic in relation to investment returns in your portfolios. This of course is the most common place you will see the phrase “Past…
“Past Performance does not Guarantee Future Results”
You may have seen this phrase on a number of financial reports as The U.S. Securities And Exchange Commission (SEC) requires this to be communicated to fund investors. It’s difficult…
The Freshman Fabulous: The Girls Guide to College
How does a girls guide to college relate to financial planning you might ask? I’m sure the title of this book caught your eye, especially coming from me. As I am…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.