How to Retire Early
There are all different ages that people want to retire at, and for many people, it’s as early as possible! According to the United States Social Security Administration, the typical age of retirement is 65. We use this age as our baseline for financial plans to run...
8 Types of Investments
Are you ready to start investing but struggling with what to invest in? This guide walks you through some of the most common types of investments and explains why you may want to consider them. StocksStocks, also known as equities, are one of the most common types...
Stock Market Just Doubled
The most commonly used benchmark in the world has doubled since its pandemic low. We had our fastest crash and recovery since the Great Depression. This was another reminder that investing during a bear market can be lucrative. What we can learn from the rebound.....
The Three Bucket Strategy
The world of financial planning can be tricky to navigate. There are so many options to choose from when building your financial plan. This strategy is suitable for people with substantial savings and those who are just starting out. It’s a great way to simplify the...
Midyear Outlook 2021
INTRODUCTION: PICKING UP SPEEDIn the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected. As we were writing our Outlook for 2021 in late 2020, our economic views were significantly more optimistic than consensus forecasts—but...
How to Save Money for Your Kids
As a parent, you want to do everything you can to set up your children for success. Every dollar saved can help your child build a more secure and productive future. You can start saving and investing money for your kids at any age. Below I’ll talk about some of the...
Happy 4th of July Weekend
Happy 4th of July weekend everyone!!! As we head into the weekend, I hope everyone is doing well and has some fun activities planned. I’m looking forward to grilling some burgers and hot dogs. No ribs or wings, just going to keep it basic this weekend with something...
Applying the Rule of 72
We all want to double our money right? There’s a simple formula called the Rule of 72, that can help figure out how long it would take to double your money at a specific interest rate. The rule of 72 is a popular mathematical shortcut and easy concept for investors to...
5 Reasons to Start Investing Early
Younger people often focus mainly on the short term. This mindset makes it harder to build wealth and financial freedom later in life. You may not be thinking about home ownerships or having a family to care for now, but you most likely will in the future. Starting to...
4% Withdrawal Rule: Under Scrutiny
There are certain milestones and benchmarks financial planners use to double check that clients’ are on track and able to live a promising retirement. One of those generally widely accepted rules of thumb is the 4% withdrawal rate, which basically states that retirees...
Plan to Rise Above®
Welcome to the Plan to Rise Above® Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.
