Introducing my new blog "A Wing and a Plan". I intend to write about personal financial planning and concepts, small business and networking in West Michigan, and the things that matter most: Faith and Family.
You can expect to find a new post here on www.provisioretirement.com every Tuesday morning as well as on my LinkedIn .You can also send me an email at firstname.lastname@example.org if you would like me to email it to you directly.
I look forward to hearing your feedback!
I can always tell when the question is coming. It is the same question I get all the time, and it is almost always asked with awkwardness and uncertainty. I suppose that those who ask it do so out of respect for my time and efforts,...Read More
In 1975, Jack Bogle wanted to offer the average investor a way to achieve market returns without paying a steep fee to a fund manager[i]. Thus, index investing, and investment manager behemoth Vanguard, was born. Bogle initially...Read More
The first half of this year was brutal and included a nationwide lockdown and quarantine to our homes. The pandemic has driven mass layoffs in numbers that are hard to believe. Thankfully, the jobs are beginning to come back, and our...Read More
Ah yes, life insurance, the great paradox of financial products. The only product that you will ever purchase that you hope you will never use. Easily the least exciting thing that I discuss with clients as the conversation typically...Read More
It has likely happened to all of us. We leave a job in search of greener pastures and in the process leave an old 401(k) behind. 401(k) plans are a great way to accumulate wealth while working for an employer especially if that...Read More
Look, as a financial advisor I would love to have everyone and their brother work with me to create a killer financial plan. But as I continue to talk with those in the early stages of planning, I am seeing a couple of common threads...Read More