Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.
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This episode is an update to an article by the same name that Russell Hall wrote a few years ago for Eclectic Associates. Russell is a 20-year veteran of financial planning and has particular expertise in taxes. He has written extensively on a variety of topics, and you can find those articles at our website under the Education tab.
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It’s common to wonder when you should start taking Social Security. Here are points to help you feel more confident about this decision.
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If you help your adult kids out financially, what consequences will they face? Will they learn a positive or negative lesson?
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It’s common for people to worry about outliving their money in retirement. Here are points to help you feel confident about your retirement.
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The Deferred Retirement Option Plan (DROP) for L.A.’s police and fire personnel can help increase retirement savings. Here’s what you should know.
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The SECURE Act will affect how people use their retirement accounts. Here’s a rundown of what the act could mean for your retirement.
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Setting a travel budget in retirement is not as easy as it is when you are working. Here are some points to help you enjoy traveling without hurting your budget.
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When you turn 70.5, you need to take required minimum distributions. We cover how RMDs work, how they’re taxed, and other key points.
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