CLIENT PORTALS
Blog
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Creating Your Personal Financial Statements
- July 19, 2019
- Posted by: Danny Michael
- Category: Retirement
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Creating Your Personal Financial Statements When constructing your financial plan for retirement, there are some key financial statements that you will want to draft prior to performing an analysis of your situation. Most of us are familiar with a personal balance sheet and income statement, which track your net worth and monthly or annual cash
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Should I have a Financial and/or Medical Power of Attorney?
- July 12, 2019
- Posted by: Danny Michael
- Category: Finance & accounting
Should I have a Financial and/or Medical Power of Attorney? If you trust someone to make important decisions on your behalf–manage your finances or medical care–you can use a Power of Attorney (POA) to empower them to act without requiring your direct input and approval. This legal tool can be used to designate someone as
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Protecting Your Wealth in Retirement
- July 5, 2019
- Posted by: Danny Michael
- Category: Retirement
Protecting Your Wealth In Retirement We are pretty far along in creating an optimal plan that aligns your finances with your ideal retirement! We’ve created a long-term cash flow, tax and investment strategy, but the odds are extremely low that the initial plan you develop will play out the way it’s currently constructed – there