Access Financial Blog
Relevant, timely information free from technical jargon and bias.
Subscribe to the Blog!
How to Create a Personal Pension Plan for Retirement
Pension plans are a rare luxury. Most people need to create their own personal pension plan from their portfolio in order to make a successful transition to retirement and there are many ways to accomplish this.
How To Select a Financial Advisor
Where do you begin to find an advisor who is a good fit for you, and who do you trust with your hard-earned money? It will be helpful to shed some light on how to find and select a financial planner or financial advisor who is the best fit for you.
ETFs vs Mutual Funds: What’s the Difference?
ETFs and mutual funds are commonly held securities with many similarities, but they differ from each other in important ways. Which is right for your portfolio? Although ETFs are exploding with popularity, there are important criteria to consider.
Checklist for Retirement Readiness
A checklist for retirement readiness can help keep important tasks from being overlooked and can also help keep you on track by breaking down the process of preparing for retirement into more manageable steps.
Tax Planning in Plain English
Managing your financial decisions in order to minimize your tax obligation over time is critical for most retirees. Get help with understanding your tax return and how to manage the tax impact of financial decisions.
4 Hidden Taxes in Retirement
AMT, IRMAA, NIIT and Social Security taxes and surcharges can all have an unexpected impact in retirement. They make understanding and managing your tax obligations even more complex than when you are working.
The Unexpected Downside of Passive Index Investing
Index funds are more popular than ever, with lots of good reasons for it. However, the downside of passive index investing can catch investors by surprise.
Inflation for the Remainder of 2022 is a Concern
Economic Brief: All Eyes On Inflation For The Remainder Of 2022 All eyes are on inflation for the remainder of 2022. While there’s always...
Year-End Tax Planning
It's that time of year when thoughts turn to, you guessed it, year-end tax planning opportunities. Tax planning strategies should always be looked...
Roth Conversion – What To Know Before Converting
Although Roth IRA accounts were first established over 20 years ago, the way Roth accounts work is not as well-known as it should be. Roth...
Inflation Concerns – How To Protect Your Portfolio
We've all heard the stories or have been affected by it directly. Rising prices and short supply for items like lumber, chlorine for the pool, and...
Bitcoin – What Investors Should Know
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic...
Highly Concentrated Stock Position
Because of the recent rapid growth in many stocks, employees who receive some form of equity in the company they work for as part of their...
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.