Protect your family assets for future generations. Provided by Nick Boeckman, CFP® All too often, family wealth fails to last. One generation builds a business—or even a fortune— lost in the ensuing decades. Why does it happen, again and again? Often, families fall...
What are your choices? What are the benefits? Provided by Nick Boeckman, CFP® If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting your traditional IRA to a Roth IRA might be a sound financial move depending...
What to focus on as the transition approaches Provided by Nick Boeckman, CFP® You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way. How much monthly income will you need?...
Even those who have saved millions must prepare for a lifestyle adjustment. Provided by Nick Boeckman, CFP® A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of...
How might it affect you? Provided by Nick Boeckman, CFP® “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.” From increasing our budget mindfulness to taking a steadier...
Provided by Nick Boeckman, CFP® Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the third act of your life, while still enjoying the second. Pretend you are retired for a month or two....
