Blog

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, you will come across terms like “vehicle” and “instrument” used in new and potentially baffling ways. If...

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 leaves a legacy. So, how is it that almost 70% of people don’t have even so much as a...

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 worst. Planning your estate however, is an essential part of a comprehensive retirement plan and...

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 living and retiring with confidence. In fact, retiring with confidence was our main objective when...

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 with family, and spending more quality time in your man-cave or she-shed. The last thing anyone wants is...

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 how to maintain and build your retirement account while raising a child. Arguably, saving for retirement...

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, you're not alone. In a recent survey, Richard Barringon, MoneyRates’ senior financial analyst...

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 fear most in retirement, running out of money is routinely high on the list. Other common...

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 that’s you, you’re in the right place, and in the right hands with Fullerton Financial Planning. ...

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 the future and find out how little your money has been working. Over 75% of Americans choose to wing...

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 call it quits and retire early. Before COVID-19 came along, people over age 55 represented...

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 insight into how a deadly pandemic can affect nursing homes — as of September 6, COVID-19 has claimed...