We talk a lot about retirement income in these posts because new information that comes out can be a catalyst to review retirement strategies and make sure they are on track. A recent study identified three factors that contribute significantly to retirement income planning success. The first is working with a financial advisor. Well, that [...]
Creating Responsible Wealth Owners
Many of us don’t really want to admit that we’re worried about our heirs and the responsibility that will fall on their shoulders when they inherit the wealth we have accumulated. It doesn’t take a big inheritance to create this kind of worry. That’s why the question, ‘How can I keep from spoiling my children?’ [...]
Announcing: Meet the Money Managers Exclusive Event
You are cordially invited to attend a special wine & beer tasting event exclusively for clients and Strategic Alliances of Froehlich Financial.In the current market and economic environment it is essential that your investments are being managed in a manner that is aligned with your goals and objectives. Equally important is that your investment managers [...]
The Right Age to Start Planning for Retirement
Ok, let’s admit it. Not everyone in the Boomer generation has saved well for retirement. Somehow, we must have thought we could retire on credit! But we’ve found out that it doesn’t quite work like that. The credit crisis in 2008 made that abundantly clear. A recent study done by Financial Finesse showed that 50% [...]
Giving Your Pets the Best Healthcare Possible
Here’s how to plan financially for the unexpected, freeing you to provide the healthcare your pets really need, no matter what happens. You know how much I love my dogs Charley and Lexie. They depend on me to take care of them. Part of caring for them is making sure they have the best healthcare. [...]
Why You Need a Business Succession Plan
One of the reasons I love working with business owners is that I am one. That’s why I’m passionate about bringing things to my clients’ attention that is really important for them to do but, for some reason, gets put off—often until it’s too late. This involves more than just retirement income planning. It involves [...]
Women Have More to Consider When Planning For Retirement
New legislation was introduced on Wednesday, January 30 that would require employers to be more transparent about what they pay their employees. The bill would also put the onus on employers to justify discrepancies in pay based on business or performance reasons and it would prohibit retribution against employees who ask what their peers are [...]
About Tom
I'm Tom Froehlich. I help business owners and executives build, preserve, and transfer wealth in today's challenging environment.
