Planning for Retirement: April 2017 Recap

May 7, 2017

Planning for Retirement: It’s Never Too Late

The number one question people ask me when they sit down for a meeting is: “How do I compare to your other clients?” People want to know if they are on track for retirement, and if they are in the top 10% for probability of success. Read More >>

Three Questions You Need to Ask When Looking for a Financial Advisor

November 12, 2016

It’s the season of choices in America. While the leaders we have chosen will impact the future of our country, there’s an even more important decision to be made—a decision that will impact the future of your hard-earned savings: your financial advisor. While Americans spend more than a year engrossed in political choices, they don’t spend nearly enough time looking for a financial advisor. In fact, Americans on average spend more time looking for a car than they do when they look for a financial advisor. Often, they don’t even ask the questions that matter most.
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Retired lady sitting on bench thinking about life insurance.

Limit Your Taxes

October 31, 2016

The tax system in America is extremely complex, and rewards certain demographics more than others. As financial advisors, we often see middle class citizens paying a higher percentage of taxes than billionaires because of these loopholes and benefits that are geared toward benefitting the very wealthy.

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Time to Spend

October 14, 2016

Post Retirement Financial Planning

We talk a lot about preparing for retirement on this blog, especially those crucial ten years before your retirement
date. In this post, we’ll take a turn: what to do with your money after you retire. As of 2015, half of Americans
don’t have a withdrawal plan—or, as we like to call it, a spending plan—for their retirement.

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Fall leaves representing retirement security finance.

Retirement Checkup

October 10, 2016

New Financial Start

Fall is the perfect time for a new start. The kids are back in school, the weather gets cooler, and it feels like
the world gets back to work after a leisurely summer vacation.

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Clasped hands representing comfortable financial planning.

Too Early to Start Planning Your Retirement?

September 24, 2016

Planning for Life

What will your life be like 30 years from now? Are you living in the same house?
Do you have the job you always wanted? Are you retired from your job and spending leisurely time with your family?
You can’t really know what your life will look like so far in advance. Life brings so many unknowns.

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A leaf on the beach relax with a retirement age financial plan.

11 Steps to a Stress Free Retirement

September 17, 2016

Retirement Savings

Saving for retirement isn’t easy. In fact, about half of all Americans do not have even one penny set aside for their Golden Years. Many people have developed irresponsible spending habits, and now don’t have the confidence to even know where to start saving—even with retirement fast approaching.

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Retired lady sitting on bench thinking about life insurance.

How Important is Life Insurance?

September 9, 2016

Life Insurance Policy

September is Life Insurance Awareness Month! But how important is it to have a life insurance policy for you and your family? Sitting down with any salesman can be nerve-wracking and uncomfortable, but meeting with a life insurance salesman takes the discomfort to another level entirely.

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Man fishing representing retirement age financial planning.

Most Common Retirement Questions

September 2, 2016

Answers to Retirement Questions

The financial advisors at Ashton Strobelt have been retirement specialists for a long time. We’re familiar with the intricacies of retirement planning, and we probably already know the questions that keep you up at night.

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Feet outside window representing retirement age planning.

Is “Hanging in There” Really Your Best Option?

August 26, 2016

Stock Market Volatility

The stock market is never static. Each day brings new rises and falls, unpredictable to even the most skilled (or luckiest) investors. You’ve heard time and time again that your best option is to “hang in there” when the stock market gets crazy—but is this really your best option?

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