Retirement Hierarchy of Needs, Part 4

This blog post is the fourth, in a series of 4, on what we at Tarkenton Financial call the “Retirement Hierarchy of Needs.”  The Retirement Hierarchy of Needs is a philosophy of how to build a comprehensive financial plan for a client.  The idea is to make sure to cover all of the needs, wants, and risks that may arise …

The Retirement Hierarchy of Needs, Part 3

This blog post is the third, in a series of 4, on what we at Tarkenton Financial call the “Retirement Hierarchy of Needs.”  The Retirement Hierarchy of Needs is a philosophy of how to build a comprehensive financial plan for a client.  The idea is to make sure to cover all of the needs, wants, and risks that may arise …

The Retirement Monster Your Clients Don’t See Coming

As Halloween fast approaches, I think about the scary movies that creep me out the most.  The movies that freak me out are the ones with monsters/creatures/etc., that are sneaky or stealthy.  The ones you don’t see coming.   Think about it.  In the movie “Aliens,” there is a scene when the monsters are in the ceiling and they drop on …

Let’s talk about tax, baby

Ben Franklin once said, “…in this world, nothing is certain but death and taxes.” Ben Franklin also said, “Beer is proof that God loves us and wants us to be happy.” Ben Franklin was a smart man. Let’s hold off on the beer quote for now, although I would love to talk on that point at our next cocktail reception, …