Pete Blackwell, CFP®, AAMS® 

Blog

Dreaming of a Royal Retirement?

Cash flow is like the water in the moat surrounding a successful retirement and is an essential element of financial planning.
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BOND FUNDS MAY HELP DIVERSIFY YOUR PORTFOLIO

Having too many eggs in one basket suggests that you could wind up with a lot of broken eggs if the basket falls. Mixing a blend of stocks, cash, and bonds specifically tailored to your individual risk tolerance can fill many "baskets" in your portfolio offering the strength and protection of a diverse investment plan.
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Are Do-It-Yourself Wills Right for You?

One part of the estate planning process that may help ensure your wishes are carried out would be to create a will.
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Leaving the Company? Know Your Retirement Plan Options

After deciding to switch jobs, your next move is to determine what to do with the money in your former employer's retirement plan.
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Buying Life Insurance: What Kind and How Much?

Finding the middle ground between being "insurance poor" and unprotected requires assessing real needs and choosing products that are affordable. Today I want to introduce you to different types of insurance products and the role that they can play in your personal financial plans.
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The Benefits of Financial Planning

If you are feeling less than confident about your financial future, having a well-prepared financial plan can help put you in control.
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Working with a Financial Advisor

Click on this link to learn about working with a financial advisor.
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Consider Prepaid Tuition Plans for College Savings

For parents planning for their children's college education, there are several investment options to consider. One option is state-sponsored prepaid tuition plans. These plans allow parents to pay today's tuition rates with the assurance that the child will have the money to go to college when the time comes. They also allow participants to defer paying federal income tax on earnings until money is withdrawn for college. How Plans Work Essentially these plans allow parents (and relative
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Children and Wealth: Important Lessons Start Early in Life

Wealth can be a mixed blessing -- one that creates great opportunity as well as weighty responsibility -- especially for children. As a parent, grandparent, or concerned relative, you hope to pass on what you have learned about...
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Vacation Value

Everyone needs a vacation periodically. Breaking the routine of the workaday world is not only refreshing, but studies show it's good both for you and your ability to do a better job. Reducing job stress can lead to more productivity....
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