Accumulation Planning

man and woman sitting on a couch. Man is on his phone and woman is looking away as if they are arguing

The Financial Decisions Couples Do Not Always Agree On

Financial decisions can reveal differences in values, priorities, and expectations between spouses. Thoughtful financial planning can help couples find common ground on spending, retirement, education, and long-term goals.

Listener Financial Questions Answered

Apr 9, 2024 | Accumulation Planning, Investment Management, Retirement Design

We answer our listeners’ top financial questions in this blog. Listeners want to know what steps to take if you have a financial windfall, whether or not you can pursuit your retirement dreams, how and when you can retire, and understanding how Social Security will impact your finances in retirement.

2024 Retirement Trends in the United States

Mar 26, 2024 | Retirement Design, Accumulation Planning

Retirement in the United States has shifted from a luxury to an integral phase of life, spurred by increasing life expectancies. Statistics indicate longer lifespans. Social connections, financial stability, and a sense of purpose are pivotal in navigating this evolving landscape, highlighting the need for proactive retirement planning strategies.

What It Means to Be Rich in America

Mar 12, 2024 | Accumulation Planning, Investment Management, Retirement Design

One of the biggest questions new clients ask is, “How do I financially measure against the typical person in the United States?” In this blog we outline household income averages compared to incomes across the country. We also discuss the differences between household income and net worth as we unpack what it means to be rich in America.

Top 8 Financial Regrets Of 2023 Countdown And How To Avoid Them

Feb 27, 2024 | Investment Management, Accumulation Planning, Retirement Design

We countdown the 8 biggest financial regrets Americans claimed to have had in 2023 based on a recent Forbes survey. More importantly, we unpack strategies you can execute today to prevent you from having these same financial regrets in the fugture.

Financial Planning Steps To Start 2024 Right Part 2

Feb 13, 2024 | Investment Management, Accumulation Planning, Retirement Design

We explore 10 Financial Planning steps to start your 2024 off right part 2. In the first show, we talked about some personal issues that you should consider and assess progress you made towards goals last year. In this show we build off of that list rounding out the last 10 financial planning steps to start this year off on your best financial footing.

Financial Planning Considerations to Get 2024 Started Right – Part 1

Jan 9, 2024 | Accumulation Planning, Retirement Design, Senior Resources

Delve into financial planning considerations for the upcoming year of 2024. Assess your progress towards financial goals, identify new financial objectives, and contemplate of how upcoming life events and age milestones may affect financial plans.

How To Make Your Money Last Your Lifetime

Oct 10, 2023 | Accumulation Planning, Retirement Design

Do you worry about having enough retirement savings to last your lifetime? Learn tips to ensure that your money lasts your lifetime.

10 Tax-Smart Charitable Giving Options

Sep 12, 2023 | Accumulation Planning

Giving to charities is good, but donating and doing good for yourself, even better. Learn how with these 10 tax efficient ways to give to charities.

Episode: 07-25-2023 | Investing Philosophy and Mechanics

Jul 25, 2023 | Accumulation Planning, Investment Management

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Investing: Philosophy and Mechanics Investing Unpacked Most of our show is dedicated to financial planning and financial planning topics because that is where we feel we can add the most value for our clients...