Eric Walter, CFP®Medicare - The BasicsThe cost for healthcare continues to significantly outpace inflation and, for some, may be the biggest expense during retirement. There...
Eric Walter, CFP®Risk Tolerance RecalibrationOver the last decade, as we progressed further from the Financial Crisis, investor risk tolerance has continued to “increase” but for...
Eric Walter, CFP®What You NEED to Know!Congress just passed two very important pieces of legislation- the SECURE Act & the CARES Act. Both have many important provisions. Some...
Eric Walter, CFP®CFP® CertificationMany people call themselves “financial planners” but lack the credentials and standards of CFP® Professionals. One key differentiator...
Eric Walter, CFP®Social (In)SecurityIn the 2019 Gallup poll on Social Security, 67% of Americans listed Social Security as one of their top worries with only 33% of...
Eric Walter, CFP®Second Set of EyesFor our analysis work, we have at least one other team member review the methodology, results, and conclusions to minimize errors and...
Eric Walter, CFP®The New RetirementSaving and systematic investing have always been such a significant focus of Retirement Planning that it can be an overwhelming emotional...
Eric Walter, CFP®Education PlanningIf you wish to contribute to your school age child’s/grandchild’s education, those expenses should be part of your financial...
Susan Spraker, Ph.D., CFP®Noise, Pullbacks, Corrections and BearsAlthough Investments is just one integral part of total financial planning and wealth management, it stands center stage more often than...