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Blog
Blogging Hiatus to Focus on Clients
When I started my financial planning practice, I had zero clients. Zip. Zilch. Nada. Because I lacked client work, I thought I’d use my excess time writing blog articles. As months and years passed, I was very fortunate that people were interested in working with me. My client list grew. In fact, my practice grew to the point where I stopped writing blog articles because I spent my days helping clients instead. Serving new and existing clients is my top priority, so I’m taking a blogging hiatus and won’t be…
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Saving on Either Side of Age 50
I recently read an article discussing how a 50 year old wishing to retire at age 65 may have to “save, save and save” to ensure they amass enough assets to last the remainder of their life. The author called this “the 15-year sprint to retirement.” This is even truer for those with little saved to this point and needing to catch up. The good news is that all is not lost if one finds themselves in this spot. The answer may be working a few more years, partially retiring,…
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When Do You Call Your Advisor?
By George Chamberlin Note from Scott: I’m honored to feature George Chamberlin’s writings on my blog. He has worked in the legal and financial industry for over thirty years, including working at Wealthcare Capital Management from 2002-2009. George practiced law for several years before focusing on writing, planning and software development in the estate planning and financial planning areas. Since 2009, George has worked as a consultant to financial advisors, including Wealthcare advisors, on a variety of matters including advanced financial and estate planning. As they become available, I’ll continue…
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Does Greece Matter?
It’s been a while since I posted to the blog. I’ve been fortunate enough to begin working with some wonderful families over the past few months, which has pulled me away. Providing content takes a backseat to serving clients. After all, I’m a financial planner first and foremost! I wanted to come out of hibernation to address a current hot topic: Greece. Wealthcare recently published the following piece, and I wanted to share it with you all to provide our take on things: Does Greece Matter? DISCLOSURE: To better understand…
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Better Financial Planning: A Guide to Increasing the Odds of Living the Life You Desire, Part 1
In my post “The Big Flaw in Retirement Calculators”, I discuss the risk of using an assumed, fixed rate of return in the typical retirement calculator. However, many financial advisors use this flawed calculation every day to plan their clients’ future. This begs the question, “If this practice puts their clients at risk, why is it commonplace for advisors to do it?” The answer to this is part of a larger, overlying issue: financial advisors are focusing on the wrong things when it comes to creating financial plans for their…
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