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3-Buckets to Build Wealth Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Using a Simple Three-Bucket Approach to Retirement Planning Have you ever had a financial planner create a “financial plan” for you? If yes, the chances are high that the presentation showing […]

Comprehensive Planning Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Comprehensive Planning The idea of comprehensive planning has been somewhat lost in the era of overspecialization. Life insurance agents sell life insurance. Annuity sales people sell annuities. Financial planners mainly want to invest

Avoiding Bad Advisors​ Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Avoiding Bad Advisors While it’s important for people to seek out and find “good” advisors to work with, it’s even more important for people to avoid working with what author Roccy DeFrancesco, JD, calls a “bad

Critical Capital Mass Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Critical Capital Mass A worksheet to determine how much in unnecessary income taxes you are paying This spreadsheet is most helpful to business owners who have control of their 401(k)/Profit Sharing/Defined Benefit

Analyzing Risk Main Menu 3-Buckets to Build Wealth Comprehensive Planning Analyzing Risk Critical Capital Mass Avoiding Bad Advisors Debt Elimination Risk Report Are Your Investments In Balance Or Are You At Risk? Do you know your risk tolerance when it comes to building wealth for retirement? Do you know your risk capacity (financial ability to take risk)? Are you