by ScaleWP Team | Sep 13, 2021 | Financial Planning
A Case Study In this case study, we get to know John and Jane Sample, ages 63 and 61, who are in their prime earning years and have their eyes set on retirement. Join us as we follow the Samples through their introductory experience with Creative Planning. John and...
by ScaleWP Team | Sep 8, 2021 | Financial Planning
Clients often ask this straightforward question, but the answer depends on several factors. Many people think the answer is purely a tax issue because a mortgage can provide a significant tax deduction. So, by eliminating a mortgage, they assume their taxes will be...
by ScaleWP Team | Sep 3, 2021 | Investing, Market Commentary
A Lot of What Investors Hear Is More Fiction Than Fact Humans are storytelling animals. But what if the stories we tell aren’t true? Over my 36-year career, I’ve heard countless financial stories. Three of the most enduring: that interest rates will inevitably...
