My Remote Advisor

05/11/2023

Retirement used to conjure up images of lazy days spent in a rocking chair. Today's retirement is different. You might plan to open a business of your own. Or perhaps return to school, or get that blackbelt you've never had the chance to complete. So what does redefined retirement mean to you?

05/05/2023

With our Financial Planning Software, we can tell you how a recommendation impacts retirement, income taxes, and future net worth. It’s not all always only about the return. We know clients have different goals. Our What-If Scenarios can focus on early retirement and spending more time with family.

05/03/2023

Do you have Financial Planning questions, but haven't found an advisor you trust?

Give us a try and click the link below to self-schedule a free consultation with us.
https://www.myremoteadvisor.com/get-started-1

04/14/2023

04/13/2023

Set up your plan, review it annually and...

04/13/2023

What does financial freedom mean to you?

04/11/2023

Are you looking for custom Financial Planning based on your needs?

03/29/2017

By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial topics found that an ever-increasing percentage of married women are taking charge of financial and retirement planning for their families. Prudential's "Financial Experience & Behaviors Among Women 2014-2015" -- which surveyed more than 1,400 women aged 25 to 68 across all income levels and key ethnic groups -- found that currently 27% of married women are in charge of household financial planning -- up from 14% in 2006. [ 535 more words ]

http://sweetenwmblog.com/2017/03/29/more-women-drive-financial-decision-making-but-fewer-seek-professional-advice

By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial topic…

03/01/2017

Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices individuals make when planning for their own future or passing assets to their families are caused by "one-size-fits-all" planning strategies or well-intended advice from family or friends. Following are some common and potentially costly mistakes along with suggestions for avoiding them. [ 795 more words ]

http://sweetenwmblog.com/2017/03/01/common-estate-planning-mistakes-and-how-to-avoid-them

Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices individuals make when planning for their own future or passing…