Diversification & Your Retirement Portfolio

By Brooklynn Chandler-Willy | November 12, 2018

One key to making your financial ride through retirement smoother, more predictable and less stressful can be summed up in one word: Diversification. With retirement approaching or already here, there are four diversification levels to visit — four boxes to check to help reduce market risk AND position your assets for growth. We’ll walk you through…

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The Importance of Personal Umbrella Policies

By Brooklynn Chandler-Willy | November 5, 2018

The benefits of umbrellas You have insurance policies on your house and vehicles. You might also insure other types of property you own (boats, airplanes, etc.). But do you have enough coverage, considering your personal wealth? If you’re financially successful, the answer may be a resounding no. The reason is that most insurance policies top…

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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…

Building Blocks for a Rock-Solid Retirement

By Brooklynn Chandler-Willy | August 6, 2018

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…

3 Risks That Every Investor Should Know

By Brooklynn Chandler-Willy | August 1, 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? In the video below I explain 3 risks that investors should be aware of. Please leave a…

Investing for Growth and Income: Why you need both, and how to get them

By Brooklynn Chandler-Willy | July 30, 2018

Saving for retirement is one thing. But figuring how or where to invest that money can be quite another. Do you invest for growth or for income? That is, generally speaking, do you invest in stocks or bonds? For most people, historically the answer has come down to where they are relative to retirement: If…

Retirement Investing & Roth Conversions

By Brooklynn Chandler-Willy | June 27, 2018

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…

What Higher Interest Rates Could Mean for You

By Brooklynn Chandler-Willy | June 26, 2018

Unemployment is at its lowest level in years.1 Many Americans are seeing a bump in their paychecks due to the new tax law, and the stock market is remaining resilient in the bullish market. What could go wrong? Inflation, for one, which is why the Federal Reserve has been raising interest rates. As part of its…

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…

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…