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....
by Todd Burkhalter | Nov 1, 2013 | Education, Financial Planning
This information was provided by Money Education. Please feel free to contact me with any questions regarding how this information impacts your personal planning.
by Todd Burkhalter | Sep 25, 2013 | Financial Planning
No this isn’t the change that we continually hear discussed during elections….. This is the kind that is real, that really happens and makes a difference. The types of change that I look for are so BIG that it usually makes people stop and take notice, change...
by Todd Burkhalter | Dec 10, 2012 | Education
Weekly Update – December 10, 2012 Markets experienced another choppy week, disturbed by ongoing fiscal cliff debates and lackluster economic data. Equities finished the week mixed, with the S&P gaining 0.13%, the Dow gaining 0.99%, and the Nasdaq losing -1.1%.[i]...
by Todd Burkhalter | Dec 4, 2012 | Education, Financial Planning
There has been so much discussion and rhetoric regarding The Fiscal Cliff. How does it impact you and your family? Its often hard to say or know if it will and if so how much? Principal Funds provided an easy to follow infograph that I wanted to share with you....
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