Will Your Family Be OK If Something Happens to a Breadwinner?

By Brooklynn Chandler-Willy | May 23, 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…

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9 Personalities of the Affluent

By Brooklynn Chandler-Willy | May 16, 2018

CLICK HERE TO TAKE YOUR QUIZ What’s your “money personality”? If you are not sure, we have a little quiz you can take by clicking the link above. Once you complete your quiz, you’ll receive an email with your answers and money personality. Let’s dive into some psychobabble today. Did you know that there is…

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10 Ways To Make Your Money Work

By Brooklynn Chandler-Willy | May 14, 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…

3 Risks That Every Investor Should Know

By Brooklynn Chandler-Willy | May 10, 2018

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? These are 3 risks that investors should be aware of. Have any questions for Brooklynn regarding risk…

How To Find A Financial Advisor That You Can Trust

By Brooklynn Chandler-Willy | May 8, 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?

Inflation: Expectations for 2018

By Brooklynn Chandler-Willy | May 7, 2018

It seems as if inflation has been biding its time. Since the financial crisis a decade ago, growth in prices and wages has been muted.1 However, many financial analysts believe that’s about to change. A jobs report from early March revealed continued hiring and a moderate increase in wages. The stock markets welcomed the news, responding…

Four Big Life Insurance Questions to Ask BEFORE You Retire

By Brooklynn Chandler-Willy | April 30, 2018

Life insurance is one of the most valuable and versatile assets a pre-retiree or retiree can have. Yet not only do people tend to question whether buying life insurance is a worthwhile expenditure, they’re also intimidated when it comes to purchasing it. Yesterday’s show helps listeners understand why they should consider life insurance, how life…

To Roth or Not to Roth?…That is the Question

By Brooklynn Chandler-Willy | April 25, 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…

Risk, Are You Taking On Enough, Too Much, Or Just The Right Amount

By Brooklynn Chandler-Willy | April 23, 2018

There are some things that just go together. Like peanut butter and jelly. Cookies and milk. How about retirement savings and risk? Now that combination sounds the alarm for many people. But do you really know how much risk is in your portfolio? Do you know what would happen to your savings if interest rates…

Investment Themes for This Year

By Brooklynn Chandler-Willy | April 19, 2018

In the investment community, all eyes are on inflation this year. Economic analysts at Merrill Lynch anticipate further tightening in the labor market, to the tune of 3.9 percent unemployment by the end of 2018. Along with the tightened labor situation, they also expect personal consumption expenditure (PCE) inflation rising to 1.8 percent by year…

In Retirement…It’s Not Always About Rate of Return

By Brooklynn Chandler-Willy | April 17, 2018

In retirement….rate of return actually ends up being the SECOND most important thing that you need to worry about. What is the FIRST? Find out by watching the video below in this weeks “Dollars & Sense” segment. Ready to discuss your investment future? Send me a message on the right side of the screen!

Our TV Show Debut!

By Brooklynn Chandler-Willy | April 10, 2018

Our TV show debut on KSAT ABC 12 is now avaliable online for your viewing pleasure! Click the BOLD link below to start watching! CLICK HERE TO WATCH