Access Financial Blog
Relevant, timely information free from technical jargon and bias.
Subscribe to the Blog!
How To Select a Financial Advisor
You may be feeling uncertain about your finances and beginning to think you could use some help from a financial advisor, or you may be currently...
6 Highlights of the Stimulus Bill
A $900 Billion Stimulus bill was signed into law on December 27, 2020. It is the second stimulus bill in response to the COVID-19 pandemic. There is...
Tax Planning Tips for 2020
The end of the year is always a good time to do a financial check-up and make any needed adjustments, but this year it is even more important. This...
How to Create a Personal Pension Plan for Retirement
In the good old days, when you retired it was likely you would be entitled to receive a pension for the rest of your life. It made the financial...
What Is An Index Fund?
Investing in index funds has become increasingly popular due to their low cost, portfolio diversification, performance, and they are easy to buy....
Unemployment Income and Taxes
If receiving unemployment income is new to you, did you know that it's taxable income? Many people received unemployment income recently for the...
A New Way to Think of Budgeting
Budgeting gets a bad rap. For most people, it's associated with being denied something you'd like to have. But let's flip that concept around, and...
Two easy ways to get started:
Get Access Financial Planning’s FREE Guide
The 6 Critical Steps to Successfully Retire
*Your privacy is paramount. We will never sell or give away your information.
Take a No Obligation Risk Assessment!
How much risk do you have in your portfolio? Most people don’t know the answer but it has a signficant impact on your financial success.
Take 5 minutes to complete an easy-to-follow questionnaire and receive a report on both your ability to take on risk as well as your comfort level with risk.