PODCAST: The Basics of Personal Financial Planning

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.

Financial Planning, Retirement Planning, Investments, Investment Management, Estate PlanningCarl Lachman, MBA, CFP®January 1, 2023Eclectic AssociatesRetirement Savings, retirement income, estate planning, investing, insurance, tax planning

How to Set a Retirement Travel Budget

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.

Retirement PlanningCarl Lachman, MBA, CFP®November 20, 2019Retirement travel, traveling, budgets, expenses, retirement income, retirement income projections, emergency fund

Are Annuities Ever a Good Investment?

Salespeople can make annuities sound like the answer to every financial planning issue ever, but the hype and the reality are very different.