Stretch Those Assets!

By Brooklynn Chandler-Willy | September 24, 2018

Will your retirement nest egg last as long as you need it to? That question keeps pre-retirees and retirees awake at night. This show is designed to help them put the question to rest by offering a range of suggestions for how to extend the life of one’s retirement assets so they’re positioned to last…

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Retiring Business Owner? Plan For Succession

By Brooklynn Chandler-Willy | September 17, 2018

If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into retirement. Yet, if you wantto build personal financial security and ensure business continuation, it is important to plan ahead. Business succession planning can…

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Will Your Family Be OK If Something Happens To Their Breadwinner

By Brooklynn Chandler-Willy | September 17, 2018

Thinking about, let alone planning for the death of a loved one is something many of us choose to set aside for later — or maybe never. But what if that person is the household’s breadwinner? How would you replace that paycheck, even in the short term? How will the bills get paid? To the…

Wills Are For Everyone

By Brooklynn Chandler-Willy | August 29, 2018

When legendary singer Aretha Franklin died of advanced pancreatic cancer at age 76, she did not have a will or trust, according to documents filed in Oakland County Probate Court. And now that $80 million estate of the intensely private Queen of Soul is about to become very public and possibly very taxing for her…

Are You Really Ready to Retire?

By Brooklynn Chandler-Willy | August 27, 2018

Deciding to retire is one of the biggest steps a person will take in their lifetime. When one part of you is saying, “It’s time,” it’s important to pause and ask, “Am I in a good financial place to retire?” This show can help listeners answer that question for themselves by providing them with eight…

Unique Challenges Executive & Business Owners Face

By Brooklynn Chandler-Willy | August 22, 2018

In this weeks video blog, I explain how a financial advisor could help an executive or business owner through unique challenges. After you watch the video click on this link so we can setup a time to discuss these challenges.

Is Your Balance Sheet Healthy Enough For Retirement?

By Brooklynn Chandler-Willy | August 20, 2018

Every other day it seems like there are new ways to help us stay healthy: practicing yoga, taking fish oil or turmeric supplements, solving Sudoku puzzles, the list goes on. And as we get older – and perhaps face a couple more wrinkles or aches and pains – many of us tend to pay more…

Correcting The Ship When There’s a Market Correction

By Brooklynn Chandler-Willy | August 16, 2018

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…

10 Ways To Make Your Money Work

By Brooklynn Chandler-Willy | August 13, 2018

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.…

How To Find A Financial Advisor You Can Trust

By Brooklynn Chandler-Willy | August 9, 2018

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?

The “Tax Time Bomb”

By Brooklynn Chandler-Willy | August 7, 2018

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…

Wealth and the Trump Effect

By Brooklynn Chandler-Willy | August 7, 2018

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…