SWAN Capital Blog

COVID-19 Wake Up Call

August 6, 2021

COVID-19 Wake Up Call The world will be forever changed by the COVID-19 crisis. Any crisis can highlight glaring cracks in a financial plan, but COVID-19 was not just any…

Read More

It is better to give!

July 29, 2021

It is better to give! It can be true; it is better to give than to receive. However, many Americans could be experiencing less joy when giving this year. After…

Read More

Your Retirement Bucketlist

July 22, 2021

Your Retirement Bucketlist One of my favorite Les Brown quotes is “The graveyard is the richest place on earth, because it is here that you will find all the hopes…

Read More

What to Ask a Financial Advisor

July 13, 2021

What to ask a Financial Advisor Finding the right advisor can be more intense than a trip to the dentist. If you are currently with a financial advisor or searching…

Read More

The Fable of Two Retirees

June 24, 2021

The Fable of Two Retirees I want to introduce you to two retirees. First, I want to introduce you to “Ann”. Ann is 60 years old, has $500,000 saved and…

Read More

RMDs: Be prepared

June 2, 2021

RMDs: Be prepared If you are hearing that Required Minimum Distributions (RMDs) are not a big deal, I want to share with you  some hard truths about RMDs . RMDs…

Read More

A Man Is Not a Financial Plan

May 13, 2021

A Man Is Not a Financial Plan Neither is a woman a good financial plan. We must never depend on someone else for our retirement. Remember, you must at least…

Read More

An Evergreen Wedding Gift

April 30, 2021

An Evergreen Wedding Gift If you’re a parent, you may not even have to leave the hospital before you think to yourself: Who will ever love this baby as much…

Read More
the last financial advisor

The Last Financial Advisor

April 15, 2021

The Last Financial Advisor Why should you hire a younger advisor?  I want to share with you the 4 reasons why I think you should select a younger advisor to…

Read More

How to Spend Your Money in Retirement

April 8, 2021

How to Spend Your Money in Retirement If they taught Wealth 101 and Investing 201 in school, I must have been on my way to the beach – skipping class.…

Read More

Tax Diversify

March 22, 2021

Tax Diversify “If the ladder is not leaning against the right wall, every step we take just gets us to the wrong place faster” – Stephen Covey1 I find that most successful…

Read More

Retirement’s Pesky Black SWANs

March 11, 2021

Retirement’s Pesky Black SWANs Black Swan events are by definition an unpredictable or unforeseen occurrence; typically one with extreme consequences. These are the uppercuts to retirement that no one sees…

Read More

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.