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...
