Does Your Financial Strategy Account for Inflation?

Brian Fricke, CFP®Estate Planning, Financial Planning

What is your financial strategy to keep up with or outpace inflation? Thanks to modern medicine, you’re going to live longer and you may need two or three times your current income in the future just to maintain your current lifestyle. I cannot stress this enough: If you need to have $70,000 annually to spend, you need to have a … Read More

A Retirement Story: Estate Planning

Brian Fricke, CFP®Estate Planning, Retirement, Retirement Planning

Estate planning is a large part of preparing for your financial future and legacy. But, in truth, it’s complicated, and if you don’t work with professionals you may miss a small detail that has big implications later on for yourself or your family. Take this story, for example, which illustrates how leaving your family an inheritance can quickly turn into … Read More