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Time to Review Your Risk Management Plan

December 15, 2020 by Ashby Daniels, CFP®

This fall, I conducted reviews of client risk management plans and found some interesting things I’d like to share with you in hopes that you might review your own situation to ensure you are prepared for the “what ifs” in your life. To save you some time, here are a few issues I came across on multiple occasions: Out-of-date beneficiary designations. (Most popular.) Too little liability coverage on auto &… Read More

Filed Under: Financial Planning, Long-Term Care, Risk Management

IRA Mistakes Retirees Make

August 19, 2020 by Ashby Daniels, CFP®

Filed Under: Financial Planning, Investing, IRAs

10 Charts About Retirement Every Retiree Should See (2020)

April 1, 2020 by Ashby Daniels, CFP®

As a Retirement Planner, each year I eagerly await the release of J.P. Morgan’s Guide to Retirement. It is essentially a booklet of retirement charts filled with great information impacting retirees. Making it even better, it often highlights things that are regularly overlooked by just about anyone (including professionals) planning for retirement today. With that in mind, I have selected 10 charts that I think everyone transitioning into retirement should… Read More

Filed Under: Financial Planning, Healthcare in Retirement, Investing, Long-Term Care, Popular Posts, Retirement Income Planning, Retirement Planning

5 Actions You Can Take During a Bear Market

March 20, 2020 by Ashby Daniels, CFP®

Right about now, investors and advisors are kicking themselves for not having sold about two weeks ago. Some are still considering selling. Investors who say the thought hasn’t crossed their mind are probably lying to themselves. It’s easy to say to ourselves, “I KNEW I SHOULD HAVE SOLD!” because hindsight is always 20/20. But the truth is, we didn’t know because we can’t know. That’s truly the toughest part of… Read More

Filed Under: Financial Planning, Investing, Retirement Planning, Taxes

Spending in Retirement – An Observation

January 27, 2020 by Ashby Daniels, CFP®

Most of the people I am surrounded by are first-generation wealthy and I bet very few would even describe themselves as wealthy. One of the reasons they wouldn’t describe themselves as wealthy is because, in most cases, they came from meager backgrounds so the idea of being considered wealthy in any sense of the word is almost a foreign concept. Recently, I think I stumbled across an observation I have… Read More

Filed Under: Financial Planning, Retirement Income Planning, Retirement Planning

When It’s Smart to Pay Capital Gains Taxes

October 8, 2019 by Ashby Daniels, CFP®

Imagine for a moment that you are the coach of a Major League Baseball team and you’ve successfully coached your team to the World Series. You’re about to start the 9th inning of Game 7 and your team is up 3-1. You are just three outs away from being crowned World Champions. A life-changing opportunity for players and coaches alike. But before the 9th inning begins, you visit the opposing… Read More

Filed Under: Financial Planning, Investing, Retirement Income Planning, Retirement Planning, Taxes

Life’s Curveballs

September 17, 2019 by Ashby Daniels, CFP®

Over the weekend, I went for a run as I often do. I time myself for every single run and I generally run the same route each time. Some might consider that boring, but I do it because it gives me a number to shoot for. If I run different routes, I can’t compete with myself to try to beat my best time. If you think that’s silly, I totally… Read More

Filed Under: Financial Planning, Retirement Planning

The Only Benchmark That Matters

August 28, 2019 by Ashby Daniels, CFP®

Each day, investors everywhere compare their portfolio’s return to a benchmark. Many times, at least for investors in the U.S., the benchmark of choice is the S&P 500. I find it endlessly fascinating because a benchmark is simply the average of all investor returns before costs. This is not opinion, but fact. John Bogle, the late founder of Vanguard, said it this way in his book “Common Sense on Mutual… Read More

Filed Under: Financial Planning, Planning Process, Retirement Income Planning

Medigap or Medicare Advantage Plans

July 24, 2019 by Ashby Daniels, CFP®

As an advisor working with retirees, one of the most common questions I am asked is, “Should you choose Medigap or a Medicare Advantage Plan?” Before I get to that, I’ll lay out an example for why this choice exists in the first place and then we can get into the weeds of these two plan options. I’ll also provide pros and cons for each coverage type and who each… Read More

Filed Under: Financial Planning, Healthcare in Retirement, Medicare

How to Invest For a 30+ Year Retirement

July 9, 2019 by Ashby Daniels, CFP®

A couple of weeks back, I had the pleasure of chatting with Taylor Schulte, CFP® on his retirement podcast, “Stay Wealthy.” Taylor is a highly respected retirement expert, so naturally, I was excited to have a public chat about a topic we are both passionate about. On the podcast, we discuss my post, A Portfolio Strategy for 30-Year Retirements, to include the following topics: Why living longer should be a… Read More

Filed Under: Dividend Growth Investing, Financial Planning, Investing, Retirement Income Planning, Retirement Planning

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