Maintaining Adequate Liquidity to Cover Unexpected Needs and a Sustainable Spending Rate in Retirement

by Fullerton FP | Aug 27, 2024 | Blog

There are many potential strategies retirees can utilize to safeguard their retirement savings while also maintaining an adequately liquid fund to cover unexpected costs that might arise due to emergencies. Having a liquid emergency fund, like a savings account or...

Our Top Workplace Journey

by Fullerton FP | Aug 7, 2024 | Webinar

Navigating Social Security

by Fullerton FP | Jul 27, 2024 | Webinar

Mid-Year 2024 Outlook

by Fullerton FP | Jul 12, 2024 | Webinar

What Is an Asset Protection Trust?

by Fullerton FP | Jun 21, 2024 | Blog

Asset protection trusts, which are usually irrevocable trusts, can be used to protect assets from creditors and legal judgments. The irrevocability is often crucial in this regard, as the grantor is essentially giving up their legal ownership of the assets to put them...