Category Archives: Financial Planning

Living Your Best Life in Retirement

[starbox] . [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] . . . Lifestyle is an important consideration when planning for retirement. Retirement provides an opportunity to explore new interests, pursue hobbies, travel, and spend […]

By Randall Avery, CFP®, CFA | May 19, 2023 | Financial Planning, Uncategorized | 0 Comments |  Like

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Home Inventory Video

. [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] . Home Inventory Video Imagine a nightmare scenario. Your home has been destroyed by a fire or once-in-a-lifetime storm. The possessions you have worked hard to […]

By Randall Avery, CFP®, CFA | August 23, 2022 | Financial Planning, Uncategorized | 0 Comments |  Like

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CFP Announcement

I am happy to announce that I have earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.   . [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] . Earning the CFP® designation signifies that an advisor has completed […]

By Randall Avery, CFP®, CFA | August 22, 2022 | Financial Planning, Uncategorized | 0 Comments |  Like

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Backdoor Roth IRA Conversion

[sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] Over the years, Roth IRAs have become a desirable retirement planning tool. Roth IRAs are one of the most tax-efficient ways to build wealth for those who […]

By Randall Avery, CFP®, CFA | January 26, 2022 | Financial Planning, Uncategorized | 0 Comments |  Like

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