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4 Types of Investment Vehicles for a Better Retirement Plan
At Fullerton Financial, our goal is to help bring clarity to the complicated world of investment planning. When you dig into investing for your retirement plan,…
Welcome to Our Financial Tips Blog
We believe that knowledge is the key to making informed decisions about your financial future. Our blog is designed to provide you with a wealth of valuable insights, tips, and strategies on everything from financial planning and wealth management to taxes, estate planning, Social Security, and more.
Whether you're preparing for retirement, navigating complex tax laws, or looking for ways to preserve your legacy, our blog serves as an invaluable resource. Each post is crafted by our team of financial professionals, ensuring you receive relevant, up-to-date information that addresses the real challenges retirees and pre-retirees face today.
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Estate Planning 101: Why Estate Plans Matter
70% of people don't even have a will. our primary goal throughout your working years is to support yourself, your family, and to create a lifestyle that also le…
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Estate Planning 101: The Basics
Estate planning can be an overwhelming process. It’s rife with deeply personal issues and designations that can be uncomfortable at best, and wildly divisive at…
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Who Do I Talk to About Taxes?
In today’s complex financial environment, taxes are always top of mind even if they’re hard to keep track of. At Fullerton Financial Planning, we’re all about l…
Avoid Losing Your Retirement to Taxes
Are you paying too much in taxes in retirement? We all want to enjoy every aspect of retirement. From giving up the nine-to-five, to traveling, enjoying time wi…
Up Your Investment Strategy by Setting Retirement Goals that Work
If you put off setting retirement goals in the past, there’s no time like the present to take control of your investments. If you're wondering where to start, y…
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Love Your Kids, but Be Loyal to Your Retirement
Don't Sacrifice One For the Other... As a parent, you may find yourself routinely bombarded with well-intentioned advice, but likely none of it is related to ho…
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8 Ways Couples Can Plan for Retirement Together
So, how can couples get on the same page about their finances so they can fully take advantage of their retirement? We have some ideas. Of all the things people…
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6 Factors Will Decide How Much You Need to Save for Retirement
Many people heading into retirement find themselves concerned not just with having enough money to retire, but if that money will last through retirement. If th…
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4 Reasons You Should Be Working with a Financial Advisor Right Now
Going at it alone when it comes to your financial goals can be costly. You may not even realize just how costly it is until you’re reviewing your finances in th…
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Income Ideas for Retiring Early
Should I stay or should I go? Recent research has found that millions of Americans who lost their jobs during the early months of the pandemic have decided to …
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Will You Be Able To Afford In-Home, Long-Term Care?
More than 90% of America’s older adults prefer to “age in place” in their own homes rather than in a senior housing community or facility. 1 With today’s insigh…
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