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 […]
Arrivity Financial Planners Reveal Spending and Savings Trends with Year-To-Year Progress Reports to Bolster Confidence
25 Ways We Help Clients Build Better Relationships with Their Money 22.) Arrivity financial planners reveal spending and saving trends with year-to-year Progress Reports to bolster confidence. One of the most common inclusions in our Annual Review, Plan Update, or Initial Plan deliverables is the “Financial Progress Report” where we track the most important key […]