Personal financial planning doesn’t need to be complicated. Your comprehensive financial plan will help you manage your lifestyle and financial future, and a savings plan will assist in compiling an effective and efficient savings strategy. Many...read more
Category: Financial Planning
How Much Life Insurance Do I Need in a Post Covid World?
In past articles, we have discussed aspects of personal financial planning. One of the biggest components to consider is insurance. And within the realm of insurance, planning for your life insurance coverage is one of the most...read more
Why Short-Term Financial Goals Are Important
We talk a lot about long-term financial planning goals at Saddock Wealth. How to plan for retirement, the importance of effectively allocating your assets so that you have a diversified portfolio down the road, making plans...read more
Hiring Help with Personal Financial Planning
Hiring help with personal financial planning can be a polarizing subject. Many people either view it as something that they don’t personally need, or maybe can’t afford to outsource. Or on the other hand, it’s because...read more
What Can a Family Financial Planner Do for You?
We’ve discussed financial planning a few times here at Saddock Wealth. And for a good reason – it’s an extremely important process, especially for high net worth individuals. But what about finding the right individual or...read more
The Financial Planning Process for High-Net-Worth Individuals
Have you managed to make yourself part of that elite portion of the population that can call themselves high-net-worth individuals? Then you’ve got at least $3 million in investable assets, or more than $10 million if...read more
What’s the Deal with Capital Gains?
Building long-term wealth is about more than working hard every day. It’s also about making well-informed financial decisions. These decisions are what will end up making your financial goals a reality. After seeking professional guidance, the...read more
How to Approach Your Retirement Tax Plan
Entering retirement changes quite a few things in life. Income begins to come from investments and social security benefits instead of employment. Inevitably, your financial circumstances will change, and so should your financial plans. You might...read more