Diversification 101 – The Basics When deciding how you want to structure your investments, as part of your overall investment management plan, you’ll no doubt come across the phrase “diversification.” While part of a bigger strategic asset allocation plan, strategic diversification is an important tool for managing risk exposure. By allocating your investment into different […]
If you’re looking for a financial advisor in Philadelphia, Sarasota, or Ohio plan on asking questions. That’s the only way to ensure that the advisor will meet your needs and that you’ll feel comfortable with the person.
How much do people facing retirement need to live comfortably once they’re there? Fortunately, there are several ways to calculate how much you’ll need, and they all center around how much you will likely be spending and how long your retirement will be.
At Financial Freedom Fee-Only Wealth Management, we have a three-level approach to investment management. Level one is strategic asset allocation.
Do you need investment management? Many people believe that investment management should only be considered once their investment portfolios have reached a certain size. But in fact, investment management should be considered one component of a comprehensive financial plan, which should also include a review of your cash flow and expenses, retirement planning, college savings […]
How do the wealthy in Malvern, Pennsylvania find the best financial advisor for their needs? The same way people of other income brackets and in other geographical areas do, by deciding which financial advisor best fits their needs.
Many, if not all, millionaires enjoy financial freedom and financial independence. However, they also value a lifestyle of hard work and fiscal prudence no matter how high their account balances, and they do not spend money frivolously. Most were not born into wealthy families but have built their wealth through self-control and a focus on […]
There are dozens of financial designations for industry professionals, and any planner can call himself or herself a financial planner. However, the Certified Financial Planner™ designation stands alone in its offerings and trustworthiness.
You have big financial goals, and finding the best financial advisor to make these goals achievable is a big decision. Comprehensive financial planning is crafted by qualified financial advisors and is based on a thorough understanding of you and your financial objectives.
Retirement looks different to everyone. For some, it means having the time to travel the world and start checking off things from a bucket list. For others, it means spending time at home with grandkids and finally having time to connect with friends. It can mean relocating. It can mean downsizing. It can mean paying […]
Financial advisors are compensated with various pricing strategies that are based on their knowledge, licensing, and company affiliations:
Financial freedom means something different to everyone. But the way to get there is typically the same. At Financial Freedom, we like to use this equation: