Cordant Wealth Partners

DECEMBER 11, 2022

Free Resources: Pension: Lump Sum vs. Monthly Income [Excel download]. Pension: Lump Sum vs. Monthly Income [Flowchart; pdf download]. Checklist; pdf download]. Like so many wealth management decisions, your Pension benefit must be made in light of one’s goals, objectives, other assets and income sources, and risk tolerance.

Planning 52

Planning Risk Tolerance Retirement Accounting 52

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Wealth Management 80

Good Financial Cents

AUGUST 5, 2022

Online investing has made the process both easier and more accessible to a larger number of people. But don’t be fooled by the simplicity of the many investment platforms that are now out there. Public.com is the investing platform that helps people become better investors. Download Now Offer valid for U.S.

Portfolio 102

Portfolio Accounting Retirement Planning Investing 102

James Hendries

JULY 6, 2022

President Biden’s approval rating has continued to decline amid higher inflation numbers, with a near perfect inverse correlation to gas prices. Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Valuation Economy 52