Consider This Program with Joe Clark, CFP and Adam Harter, CFA. In this segment we will cover: Extrapolating investment returns, tax rates, and inflation many years into the future can be downright daunting. How do you know how much income you will need and what...
Consider This Program with Joe Clark, CFP, and Adam Harter. In this segment we will cover: A conflict of interest anytime a decision is made could benefit or harm the one making the decision. When you name a child or any beneficiary of your estate as the financial...
Consider This Program with Joe Clark, CFP, and Adam Harter, CFA. In this segment we will cover: College isn’t for everyone, and neither is a 529 plan! We will break down what happens if college savings doesn’t go to plan. One of America's great college saving planning...
Consider This Program with Joe Clark, CFP, and Adam Harter, CFA. In this segment we will cover: Retirement "V" for Victory - Success has many definitions. Doing your best; trying your hardest; apparent success is the worst - this strategy "seems" to have worked for my...
Consider This Program with Joe Clark, CFP and Adam Harter, CFA. In this segment, we will cover: You know the old saying, “Don’t put all your eggs in one basket”, but how can you ensure you are using not only the right number of baskets but the right kind of eggs too?...