Stress Test Your Portfolio

By Brooklynn Chandler-Willy | November 19, 2019

Yesterday I joined SA Live on KSAT 12’s Money Monday segment to talk about stress testing when it comes to your retirement portfolio.

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Four Pathways to Retire with Confidence

By Brooklynn Chandler-Willy | October 29, 2019

Most people get excited when they think about retirement. The time to pursue hobbies, travel, to slow down and smell the roses. But with that next phase in life can come the worry of how to pay for it. The question of whether the investment decisions being made now are the right ones. Will the…

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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…

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…

Correcting the Ship When There’s a Market Correction

By Brooklynn Chandler-Willy | October 17, 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…

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…

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…

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…

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? Once you are ready to take the next step, book an introductory call with us below.