by Todd Burkhalter | Jun 12, 2017 | Education, Financial Planning
Avoid these 2 common financial mistakes to live a more stress free life. These two common financial mistakes lead to a greater sense of uncertainty and a more stressful life. The Life You Can Afford to Live is designed to provide you with tools to lead the best...
by Todd Burkhalter | Aug 29, 2016 | Education, Financial Planning
As we approach Life Insurance Awareness Month in September (Yes, and only financial geeks like me know that September is LI Awareness Month), I thought I would provide some framework for you to re-think or examine your own life insurance plans. Life Insurance...
by Todd Burkhalter | Apr 28, 2016 | Education, Financial Planning
Ready for what you may ask…… The short answer is for whatever comes next. Regardless if it is positive or negative, do you have your house in order? Recent events both globally and locally have emphasized the harsh truth that most people do not. For most of...
by Todd Burkhalter | Feb 14, 2014 | Education, Financial Planning
In my role as a Consultant with DDS Financial I have been conducting Life Insurance Audits, now a routine part of the firms practice. There have been a number of mistakes that the Audit process has brought to light and that we have since corrected. There are 3 most...
by Todd Burkhalter | Nov 13, 2013 | Education, Financial Planning
Most people are looking for a Lazy Boy when they think of retirement; that comes later! While planning for retirement I like taking the three legged stool approach. There is a time and place for getting into the complexities but first consider simplicity....
Recent Comments