The FWI Wealth Planner
Objective information about financial planning, investments, and retirement plans.
important changes to social security
Congress has changed the rules, and eliminated very powerful claiming strategies. The best article I've read that clearly describes these changes: Click Here
is skydiving scarier than investing your money?
I am deathly afraid of heights. As I sat on a plane slowly clawing through the clear blue sky on a beautiful day, with my leg tapping involuntarily and sweat soaking my clothes, I began questioning my decision. Read More
if you want a well-manicured front lawn, don't hire a financial advisor.
I'm consistently frugal which can be a blessing and a curse. Maybe you can identify with someone who is vigilant about saving a dollar. Read More
shrewd decisions part 3 - what should you pay your advisor?
In the third and final part of our Shrewd Decisions series, we explore how to fairly pay your advisor. In this day and age especially, we all want to be shrewd and intelligent in terms of how we invest our money. Read More
shrewd decisions part 2 - choose the right advisor for you.
Welcome to part two of our three part series, Shrewd Decisions, where we’ll explore how to choose the right advisor For You. There are thousands of advisors out there and we are not created equally. Read More
shrewd decisions part 1 - do you need a financial advisor?
At some point, you’ve probably considered working with a financial advisor. Most people I’ve met over the past 16 years in finance have expressed thoughts like: “I’m smart, have been managing my money all my life and nobody else will ever care about my money as much as I do.” Read More
what is financial planning?
Financial Planning is this term that is thrown out into the public eye but which very few people actually agree on the true definition. Read More
we're amazing! but, are we right for you?
The most important piece of our firm are the people we partner with. When you work with us, you're not clients--you're Family. Read More
introduction to fwi wealth management
We had an amazing time working with Junior Achievement and a fun group of kids from Marietta Elementary at Finance Park. Read More
fwi & junior achievement help the kids
We had an amazing time working with Junior Achievement and a fun group of kids from Marietta Elementary at Finance Park. Read More
how to invest your 401k
We spoke with the Financial Planning Association about how to invest your employer sponsored retirement plan. Read More