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...
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...
Tax Surprises From Investing
Investing has become more accessible to more people than ever before due to the elimination of trading fees, the ability to purchase fractional...
The Cure For Investment FOMO
It's hard to ignore all the hype around the high-flying stocks which are in the news lately, and you might feel like you are missing out while...
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....
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.