Q&A – Funding & Replenishing the 10-year bucket Question Hi Stephen, I set up the 10-year conservative bucket, as you instructed. It represents 10-years of investment income. I love the idea! I just had some questions: When do I draw income from the conservative bucket, and do I need to replenish the conservative bucket as some point? If yes,
Do you need a Trust? – New Live Webinar A trust costs a few thousand dollars. And it seems everyone is doing it. Why? Should you, too? In this webinar you will learn: • The benefits of a trust • The benefits people assume a trust provides, but doesn’t • Whether a trust will solve
Join me in my upcoming webinar: “Goals & Inefficiencies – the Core of Financial Planning” and we’ll address the three broad benefits of financial planning:
New Webinar – Financial Questions & Answers with Stephen Zelcer If there’s one thing Covid-19 has done to us all, it has changed our natural mode of operation and introduced a new dynamic into our lives. As such, things that we previously did without thinking are now being reevaluated. That can actually be a good
Q&A: Is the FSA better than the HSA? Question My wife and I are expecting a baby in June. You made clear that an FSA is the better choice for someone who is anticipating a year filled with high medical expenses… but I didn’t understand exactly why. Would you mind elaborating very briefly why the
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A fiduciary advisor Specializing in Retirement Planning & Federal Benefits Request a Meeting A fiduciary advisor Specializing in Retirement Planning & Federal Benefits Request a Meeting DO YOU VIEW MONEY AS A GOAL OR A MEANS? Your goals say a lot about you. They reflect your value system and your personal philosophies on life, family,
A video on the 4 financial steps I wish I had known when I was younger. Succinct, easy to understand financial advice for those starting out. With Stephen Zelcer, financial advisor.
Financial Moves to make in your 20s or 30s. Hey everybody Stephen Zelcer here. “I was thinking to myself, what are the financial steps that I wish I’d started sooner. Steps that, had I taken them years ago, they really would have helped me solidify my financial grounding right now. And I thought about it
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