Category Archives: Financial Planning

Social Security Benefits Bump Up Every 4 Months You Wait

SS Benefits Increase Every 4 Months You Wait Full retirement age for Americans born between 1943 and 1954 is 66 years old— here’s how benefits rise or fall if they retire anytime between 62 and 70. Americans born between 1943 and 1954 … Continue reading

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FRAUD – 10 WAYS TO BEEF UP YOUR DEFENSIVE LINE

On guard against fraud Fraud is a reality that we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always be unscrupulous. We know and understand that. Yet, by … Continue reading

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Presidential Election – What Do Soccer & Investment Strategy Have In Common?

Resist the temptation to react, as difficult and counter-intuitive it may be. Sometimes, the best reaction is no action at all! Consider the following soccer strategy: During a penalty kick, a soccer goalie must make a split-second decision to stay put … Continue reading

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IMPORTANT CHANGES IN CREDIT SCORING MODELS

Some excellent information from Gerri Detweiler at the Garrett Planning Network about changes occurring in FICO scoring models: Credit Coaching – FICO 9 October 16, 2014 The big news when it comes to credit scores is the announcement of FICO 9 … Continue reading

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WHY FINANCIAL FREEDOM PLANNERS?

About to celebrate our first anniversary at Financial Freedom Planners™, we are frequently asked “why did you launch the firm,” “how are you different,” and “what is your why?” As a veteran in financial services for over thirty years, I always … Continue reading

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How to Find a Financial Advisor If You’re Not Rich

It’s not unusual for wealthy people to have a number of advisors.  The publication The Street points out “Wealthy investors are increasingly seeking professional guidance in money matters, with 82% of millionaires using a financial advisor in 2013.” If you think … Continue reading

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