by Fullerton FP | Sep 7, 2021 | Blog
We often talk on this blog about the risk of outliving your retirement savings given that so many people today live long, healthy retirement. If you’re physically healthy and financially prepared, your retirement could last for decades. During that time, it may go...
by Fullerton FP | Jul 20, 2021 | Blog
Annuities… you may have heard a thing or two about them. If your retirement is right around the corner, you probably have some questions centered around not only what it will look like physically, but also fiscally. Depending on your goals and time-horizon,...
by Fullerton FP | Jul 9, 2021 | Blog
Life insurance can be leveraged to mitigate investment risk and can provide multiple tax-efficient strategies for your retirement plan. Typically, when we think of insurance, we think of expenses. After all, insurance coverage– such as home, auto, and...
by Fullerton FP | Jun 15, 2021 | Blog
When women begin to factor in the prospect of financially supporting themselves, they can feel like the deck is stacked against them. When you envision your dream retirement, you’ll most likely fantasize about traveling the world, curling up with a good book,...
by Fullerton FP | Jun 1, 2021 | Blog
The idea of uncertainty in retirement can exciting, but what about when it comes to your income in retirement? When you give up the nine-to-five, each day can feel unpredictable compared to the last. For what feels like the first time in your life, the trajectory of...
by Fullerton FP | May 16, 2021 | Blog
Debt. No one wants to talk about it, but over 80% of Americans have it… By definition, debt is something (typically money) borrowed from one party to another, with the condition that it will be paid back at a later date, usually with interest. Between student loans,...
by Fullerton FP | May 1, 2021 | Blog
The pathway to becoming a self-made millionaire is paved by small, daily financial habits. Retiring a millionaire doesn’t happen overnight– unless you’re one of the scarce few who invested in the notoriously famous...
by Fullerton FP | Apr 17, 2021 | Blog
Determining your risk tolerance is one of the first steps in choosing an investment that will impact your financial future. When your financial goals are aligned, you’re better able to determine how much you’re willing to risk and how you’ll recover if it all goes...
by Fullerton FP | Mar 28, 2021 | 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...
by Fullerton FP | Mar 15, 2021 | Blog
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...
