Roth IRAs: The Basics and Not-So-Basics With the tax increases that will almost inevitably happen, the...
Charlie Gipple, CFP, CLU, CHFC Blogposts
Why Only 4% Withdrawal Rates If the Market Has Averaged 10%?
Many years ago, I was sitting with a client who had a $500,000 portfolio and was about to retire. He asked me...
Reasons To Sharpen Your Estate Planning Axe
The Pig Through the Python Lately I have been conducting trainings for the agents of CG Financial Group on Estate...
LTC Annuities: A “Low-Friction” LTC Sale
As I discuss this particular product type as being a "low friction" LTC sale, I do not want the reader to gather that...
Medicaid Planning in Plain English
Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...
Sequence of Returns and Sequence of Inflation Risks
This article is a bit of a preface to an article I am making for you that will come out next month. That article will...
What your clients want to know
Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.
5 Items Your Clients Should Do Prior to Year-End
It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...
Follow the Science!!! Financial Plans
“Follow the Science”!!! Yes, we have heard this a lot over the last 18-months from both sides of the aisle. Because...