What Makes a Financial Plan...Better?

Introduction: What Makes a Financial Plan...Better?

September 17, 2024

A financial plan is a personalized roadmap that outlines your financial goals, and the strategies to achieve them. ...

Introduction: What Makes a Financial Plan...Better?
Part 1: Are Traditional Financial Models Limiting Your Retirement?

Part 1: Are Traditional Financial Models Limiting Your Retirement?

Brandon Arns September 25, 2024

Discover how traditional financial models may be holding you back. In this first part of a series, we explore the ...

Part 2: Boost Retirement Spending and Your Legacy with Smart Portfolio Adjustments

Part 2: Boost Retirement Spending and Your Legacy with Smart Portfolio Adjustments

Brandon Arns October 01, 2024

This is the second part in a series of posts that discuss strategies to make retirement plans better. If you haven’t ...

Part 3: Is 50% Probability of Success Risky? Reframing Risk with Flexible Spending in Retirement

Part 3: Is 50% Probability of Success Risky? Reframing Risk with Flexible Spending in Retirement

Brandon Arns October 10, 2024

This is the third part in a series of posts that discuss strategies to make retirement plans “better.” If you haven’t ...

Part 4: The Bucket Approach to Retirement: Aligning Investments with Your Needs

Part 4: The Bucket Approach to Retirement: Aligning Investments with Your Needs

Brandon Arns October 22, 2024

This is the fourth part in a series of posts that discuss strategies to make retirement plans “better.” If you haven’t ...

Part 5: Case Studies on Enhancing Your Retirement

Part 5: Case Studies on Enhancing Your Retirement

Brandon Arns November 07, 2024

Now that we’ve touched on the various strategies and concepts that make a plan “better,” let’s apply them with some ...

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