When Napkin Math Falls Short
When Napkin Math Falls Short Using a compound interest calculator and the 4% Rule (sometimes used to create “napkin math”) can give you a rough estimate of whether you have or are saving enough money to eventually retire. But in many distinct and specific ways, napkin math falls short and might not provide an accurate […]
Arrivity Financial Planners Demystify the Options Around Taking Social Security and What to Consider When Deciding When to Take Social Security
25.) Arrivity financial planners demystify the options around taking Social Security and what to consider when deciding when to take social security. Not to be macabre, but if we knew the date that you would die, we could tell you with great accuracy which age it would be optimal to start taking your social security […]
For People with College-Bound Children, We Help to Develop Savings Plans for College Prior to High School Graduation
25 Ways We Help Clients Build Better Relationships with Their Money 24.) For people with college-bound children, we help to develop savings plans for college prior to high school graduation. Arrivity financial planners regularly compare and contrast 529 plans to see which is better for a client by looking at: the investment options; the underlying […]
Arrivity Financial Planners Help Clients Reduce Concentrated Stock Positions to Maintain Diversified Portfolios
25 Ways We Help Clients Build Better Relationships with Their Money 23.) Arrivity financial planners help clients reduce concentrated stock positions to maintain diversified portfolios. Many prospective clients (and even returning clients) come to us with concentrated individual stock positions that make up high percentages of their investments and retirement capital. We don’t have anything […]