Executive Summary You can enjoy your retirement while protecting your savings: it doesn’t have to be a tradeoff! Dynamic spending lets you adjust your withdrawals to live with intention, balancing life’s priorities without compromising financial stability. Want to watch an in-depth exploration of this topic? Check out this video on my YouTube channel, @savvysteward: Retirement […]
Executive Summary When it comes to investing, the debate between index funds and actively managed funds often boils down to one question: is active management worth the higher fees? While index funds excel at keeping costs low and tracking market performance, active management can add value in niche or volatile markets. Understanding the strengths and […]
Executive Summary Traditional financial planning focuses on hitting important milestones like saving for retirement or paying off debt, but it can sometimes fall short of addressing the bigger picture. Life-centered planning incorporates a holistic approach, meeting financial targets while addressing how your money can support your values, goals, and purpose. Table of Contents Want to […]
Executive Summary Cognitive biases like overconfidence, anchoring, and confirmation bias can quietly derail your retirement plans. By recognizing these mental pitfalls and using strategies like diversification and objective advice, you can make smarter financial decisions and stay on track for the future you envision. Table of Contents Want to watch an in-depth exploration of this […]
Executive Summary When it comes to retirement, one thing matters most: your income. But here’s the thing—relying on just one or two income sources might not be enough to get you there. Diversifying income streams isn’t just smart; it’s necessary for financial stability, flexibility, and peace of mind in retirement. Table of Contents 1. Why […]
Former Edward Jones Advisor Opens Kingsview Partners Office in Pampa, Texas Kingsview Partners today announced the opening of their newest office in Pampa, Texas. Partner | Wealth Manager Keith Demetriades is a former Edward Jones advisor with twelve years of experience and a passion for providing financial education and guidance to his clients. Combining his […]