by John VanWeelden | Dec 29, 2022 | Retirement, Tax Planning
There’s a tremendous difference between tax planning and tax preparation. Effective tax planning can save you thousands, tens of thousands, or even hundreds of thousands of dollars over your lifetime. Think about it – when your accountant or tax preparer sits down to...
by John VanWeelden | Sep 13, 2021 | Retirement
Have you ever heard of The Money Cycle? The Money Cycle is something that we all go through during our lifetime. There are three phases: accumulation, preservation, and distribution. The accumulation phase starts early in life. When you are accumulating assets, you...
by John VanWeelden | Aug 2, 2021 | Expenses, Retirement
We have a simple way of estimating your retirement expenses. Because, without a fairly accurate estimate, it is extremely hard to create a reliable retirement plan. If you’re one of those people who already has a detailed budget and tracks it regularly, you may...
by John VanWeelden | Jun 27, 2021 | Retirement
We will begin our deep dive into the details of each of the three steps – starting with Step 1: Planning for your preferred future. Getting this first step right will give you a strong sense of peace regarding the success of your plan. Your preferred future is what...
by John VanWeelden | Jun 25, 2021 | Retirement
Let’s start at the 30,000 ft. level and provide a very broad overview of the three steps we’ll use throughout the process. So this is truly foundational. Let’s start at the 30,000 ft. level and provide a very broad overview of the three steps we’ll use throughout the...
by John VanWeelden | Jun 23, 2021 | Retirement
Three Keys to find the Right Advisor to Build Your Retirement Road Map There are three important keys you need to understand before you begin to build your retirement roadmap. These three keys are non-negotiable. If you’re planning on working with an advisor (which we...
