Category Archives for "Financial Planning Basics"

This category contains the basics of financial planning topics. Posts on how to manage cash flow, purchase life insurance, and basic investing topics. Also, information to help investors know what to look for when working with a financial advisor.

Revisiting the Rules of Engagement

In the last few decades with the advent of self-directed defined contribution plans (versus defined benefit), it has become more necessary to engage a financial professional to assist in future spending needs.  In the 2013 Risks and Process of Retirement Survey report, it states that “in 1974, defined benefit plans covered 44% of private sector workers, but today […]

Continue reading