Coronavirus, The Long Game, and Andy Dufresne
Tim talks about how to assess the possible impact of the coronavirus (or any future pandemic) on your investment portfolio.
Hear from founder and president, Tim Doehrmann.
Retirees Lose $111,000 Per Household by Claiming Social Security too Early
Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process.
IPO Update & the High-value Option for Financial Planning
Tim talks about why his opinion about IPOs hasn’t changed by discussing two recent IPO examples. Then, he describes why it's important for his firm to be the high-value option
Risk Management and Long-term Care Insurance
Tim discusses risk management and, particularly, whether or not you should buy long-term care insurance to supplement your retirement plan.
What is Financial Planning?
A financial plan is used to reduce your stress about money, support your current needs, and build a nest egg for retirement. Continue reading to get started.
My View of $, Your View of $
It can be difficult to put yourself in someone else’s shoes and this is certainly the case when it comes to money. However, helping them find an understanding or compromise can be rewarding for everyone. Like with most things, an objective third party can add great value to this type of situation.
Is It Time To Delegate?
Not only can delegating reduce stress and let you focus on things that matter most but it can also improve your finances. Not sure if you're ready to start delegating? Here are surefire signs.