Baby Boomers, Educators, Financial Planning, Millennials

Indiana Teachers: An Update to the Indiana Public Retirement System (INPRS)

Listen up Indiana Educators: before long, there will be talk in the teachers’ lounge about changes coming to the Indiana Public Retirement System, which TRF became a part of a few years ago. Although well intentioned, the information you get in the teachers’ lounge isn’t always accurate. So here is a breakdown of the upcoming changes:

Financial Planning, Millennials

A New Retirement

My fellow Millennials, it’s time we have a heart-to-heart about retirement. If you are planning on working for 30 years and then retiring, it is time to reassess those goals.  Our retirement is going to be much different than the generations before us. Old Retirement = Pension + Social Security+ Savings Here are the facts: Life expectancies continue to rise:…

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Financial Planning, Millennials

The Suit: Financial Planning For A New Generation

Recently, I was interviewed by The Suit magazine regarding my focus on working with Millennials. It’s exciting to have the opportunity to continue working with pre-retirees and retirees, along with my peers. I was told by other advisors that working with younger clients was not possible…well, in just a year my WealthFusion™ program is growing, and I’m finding plenty of…

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Hip-Hop

3 Stacks…

Frank Ocean recently dropped his much anticipated sophomore album, and while I’m not a huge Ocean fan, I am a HUGE Outkast (pre-Speakerboxxx) fan. Naturally, I was excited to hear Andre 3000’s contribution to the album, even if it was just a minute. Check it out below…   https://www.youtube.com/watch?v=oBCSkWLlm_A Can we get some more 3 Stacks?!?!?   Disclaimer: Nothing on…

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Baby Boomers, Estate Planning, Financial Planning, Insurance, Investing, Millennials

Organizing Your Financial Plan

Once you have your financial plan, it’s important to make sure the components of the plan, i.e. insurance documents, investment accounts, estate planning documents, etc., are organized. Sure, you may know where everything is located, but does your spouse? If someone else had to locate the components of your plan, could they? How difficult would it be? I recommend keeping…

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