Most Important Financial Decision of Your Life For most military retirees, the Survivor Benefit Plan (SBP) is often the most important decision of your financial life. It can also be among the most confusing, emotional, and uncertain. In almost every case, you must make a one-time irrevocable decision that will have lasting impacts for decades. …
What is financial planning about?
What is financial planning about? This is a common question I get asked. After all, isn’t financial planning just something we do as a part of our lives? Why should you hire a financial planner to help you? Why can’t you just implement all of this financial advice on your own? Intellectually speaking, there’s no …
Advice for the Newly Widowed – Perspective from a Fellow Widower
Lessons Learned in my Grief Journey The death of your spouse tops the charts as the number one most stressful event in life. I know. This happened to me when I became a widower two years ago. I learned a lot in that experience. Here are some of the most important lessons I took away …
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Why Should You Hire a Fee-Only Financial Planner
Why Fee-Only? There are very few products or services out there where the consumer doesn’t really know the cost of what they’re getting. But when it comes to financial advice, what you don’t know can really hurt you. For example, many financial advisors offer a “free financial plan.” What clients don’t know is that that financial plan can …
3 Life Lessons I Learned as a Widower
There’s nothing quite like the loss of a spouse at a young age to make you step back and think. After I became a widower at 31, I spent quite a bit of time journaling and reflecting. Here are some of the three most important things I’ve learned. I hope that by sharing my story I …