The Secret to Successful Investment Strategy

Brian Fricke, CFP®Investing

What’s the secret? It’s simple really, have a written investment strategy. By my estimates, more than 95% of individual investors don’t have a written investment strategy and even some 85% of financial advisors don’t use them. This strategy should reflect your principles, values and philosophies about your finances. You’ll rarely refer to this document during a bull market when your … Read More

Determining the Right Trustee for Your Trust

Brian Fricke, CFP®Estate Planning, Retirement Planning

Designating trustees depends on how the assets of your estate will be distributed. The trustee’s job is simply to determine and inventory all the assets and distribute them according to the terms of your trust and/or will. The trustee could delegate this responsibility, which I highly recommend, to your attorney, financial advisor and perhaps accountant. Their involvement would then be … Read More

Understanding Tax Preparation

Brian Fricke, CFP®Asset Protection, Taxes

You’ve all heard that old saying that you can’t avoid death and taxes. Unfortunately, this adage is true. Since I believe you should spend as much of your time as possible doing only what brings you immense joy and satisfaction, I doubt that filling out your tax return is one of these activities! That’s why I urge you to use … Read More