Posts by Brooklynn Chandler-Willy

Correcting The Ship When There’s a Market Correction

After experiencing an extraordinary run for the market, February 2018 proved to be a stark reminder of market volatility with the Dow dropping by more than 2,000 points in a 4-day period. Such an event reminds us that when planning for retirement, market volatility is still a force we absolutely need to consider, because such…

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10 Ways To Make Your Money Work

There are always those gnawing questions: What could I be doing to get my money to work harder for me? How to get more out of my retirement assets? As hard as people work for their money, they deserve ways to get their money to work harder for them, especially with retirement approaching or already here.…

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How To Find A Financial Advisor You Can Trust

In a world increasingly saturated by competing advice, it’s crucial to find a financial services professional you can trust. What are some questions that you should ask when seeking out a financial advisor? Once you are ready to take the next step, book an introductory call with us below.

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The “Tax Time Bomb”

The wealthiest investors I have worked with have larger Roths or larger post-taxed accounts than they have in qualified, tax deferred accounts.  The “Tax Time Bomb” is something you hear me talk a lot about at my seminars and on the radio.  We are trained to put as much money as we can away as…

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Wealth and the Trump Effect

The Tax Cuts and Jobs Act was meant to kickstart the economy with growth not seen in a decade. Six months in, the results are a bit lackluster. Business investment has increased only slightly throughout the last year (excluding oil and gas, which are highly volatile).1 This begs the question — how much impact do…

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Building Blocks for a Rock-Solid Retirement

We’ve all heard that we need to save for retirement. But the end goal seems more elusive today than ever. Is there a way to save that will actually have a larger positive impact on the retirement bottom line? Are there certain financial building blocks that, when put in place now, will help create a…

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3 Risks That Every Investor Should Know

People always talk about “risk” in investing articles, but rarely explain what they mean by it. What sorts of risks should I be concerned about when investing and planning for retirement and what can I do about them? In the video below I explain 3 risks that investors should be aware of. Please leave a…

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Retirement Investing & Roth Conversions

Retirement planning looks much different than it did a century ago. With lifespans and retirements lasting longer, it’s not just about planning for a financial future; we must also create a post-career strategy that takes into account emotional, intellectual and quality of life challenges during later years. After all, we don’t just stop enjoying life…

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