Paraclete Life Planning - Insights
No stone left unturned, everything in our PDF Guide is stuff we discuss with paying clients-
Plant The Tree… Because You Love Who Will Enjoy It’s Shade
Paraclete Life Planning Generational Wealth Can Come From THIS Decision If You Understand That You May Never Benefit From It Before I tell you what this is, I will tell you what this is not.This process is not some ‘secret life hack’ that ‘the rich don’t want you to know’ or some ‘be your own bank’ shortcut to riches. Life insurance is involved, but for this process to fully mature- this may take decades that outlast you.I may describe this as a blueprint because if at all possible, this is...
Understanding Money and It's Value
Paraclete Life Planning The Market Is WAY Up- Is Your Portfolio Worth More? It is very common to hear the success of the market being touted right now, as new all-time highs are being flirted with- but as people always point out when it is convenient for them: the market is not the economy. The inflation lag-effect sticks around for a while as the level begins to taper off and interest rates begin to drop, so understandably there is a feeling of ‘growing pains’ in the economy- this is all...
Retirement - Not ALL About How Much You Save - But How Much You Keep
Paraclete Life Planning This 'Pre-Retirement Window' that can Make or Break Your Golden Years One of the most foolish things done in terms of retirement is thinking of it in a linear fashion- work work work, save save save, boom -retirement.Common pitfalls associated is: not having other retirement accounts besides one through work, never diversifying AND/OR never adjusting allocations as you got closer to retirement, lacking awareness of what your retirement income and tax liability will be,...
Hope and Pray is NOT a Retirement Strategy
Paraclete Life Planning Hope and Pray is NOT a Retirement Strategy Do you have a retirement plan beyond "save and hope it is enough when the time comes"?Most people could tell you what age they want to retire by, what they want their house to look like, where they live, what their hobbies are etc.But they cannot tell you how they will afford it, much less for how long.Retirement is some far off, distant thing that gets here when it gets here and we assume we will be ready by then.I will tell...
Why it is less likely your investment returns will perform like your parent's
Paraclete Life Planning This isn't your Parent's Market If I showed you a chart of the S&P 500 from 1950 until now, it would be understandable if you assumed that the past 15-20 years was the absolute greatest time to invest in the market.The chart quite literally looks like it bounced off a spring board and is on a moon shot compared to its historical performance.But.. what if I told you that even the greatest bull run in US stock market history wasn't enough to outperform another historical...
No stone left unturned, everything in our PDF Guide is stuff we discuss with paying clients-