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Author: Craig Toberman, CFA, CPA, CFP®
The Financially Savvy Way to Give to Charity this Holiday Season
With the holidays approaching, we rediscover the spirit of giving and the urge to share all of our blessings with …
Do I Need a Financial Advisor After Retirement?
Retirement spans a significant portion of your life– potentially 3 decades or more. Along this journey, you’ll encounter both the …
Craig Toberman Featured in Illinois Business Journal to Discuss His Work with Heartlinks Grief Center
Craig Toberman recently shared his story of the work he has done with Heartlinks Grief Center. Read more here.
The Debate on the Best Age to Retire
Throughout my time as a fee-only financial advisor, I’ve found that there is always a subset of clients hinting at …
Diversifying Your Portfolio for Well-Rounded Financial Planning
When you invest, you take on risk. If you want to maximize your chances of keeping up with long-term …
How Often Should You Rebalance Your Investments (And How To Do It)
We’ll guide you through the ins and outs of rebalancing your investment portfolio including how and when you should do so.
The Top 4 Goals for Retirement and How to Manage Your Money to Meet Them
Taking the leap from working to not working – otherwise known as retirement – is a daunting thought to many …
Craig Toberman Featured in CBS News to Discuss Rising Mortgage Rates
Craig Toberman was recently featured by CBS News to discuss how increased inflation has led to high mortgage rates in …
What’s The Best Way To Take Your Pension?
As retirees approach their golden years, understanding the different options for collecting a pension is crucial. This blog will provide …
5 Questions To Ask and Confidently Answer Before Retiring
Retirement takes planning. A lot of it! And, no matter how much you plan, retiring is still a significant life …
How to Factor Inflation Into Your Investment Portfolio
In this article, financial advisor Craig Toberman discusses what you can do in your investment portfolio to try to mitigate the risk of higher than expected inflation during retirement. Read here to learn more.
When Should You Start Collecting Your Social Security Benefits?
You spend your working career putting money towards Social Security – but how do you get it back when it …
Why You Need a Retirement Income Distribution Plan
Creating a Retirement Income Distribution Plan maximizes your savings while reducing costs in other ways. Read here to learn when and how to implement your plan.
Is St. Louis a Good Place to Retire?
Did you know that St. Louis, Missouri, is the birthplace of toasted ravioli? It’s also been consistently ranked as a …
5 Unique Tax Moves to Use When You Turn 65
The benefits of having a solid tax strategy always last – even in retirement! Did you know that unique tax …
The Top 8 Questions about Retirement Planning Answered
Retirement is a significant life transition. We’re here to help alleviate your fears and bring confidence to your retirement journey.
How To Find A Buyer For Your Small Business
You’ve spent decades building a successful business, and now you’re ready to pass it on to someone else. But where do you start?
How Much Money Do You Need To Retire Comfortably?
The ultimate question: how much money do I need to retire? There are several factors to consider when deciding how much you need to retire.
Craig Toberman Featured in Kiplinger to Discuss Ways to Lower Your Taxes on Required Minimum Deductions
Craig Toberman discusses ways to lower your taxes on minimum distributions with Sandra Block for the article “Lower Taxes on …
Craig Toberman Featured in Bloomberg to Discuss Cashing in I Bonds When Inflations Starts to Cool
Craig Toberman chats with Claire Ballentine to discuss if I Bonds are still worthwhile investments as inflation cools and interest …
3 Things New Retirees Should Do With Their Estate Plans
Welcome to your golden years! Now that you have some extra time, it’s perfect for reviewing and updating your estate plan.
Craig Toberman Featured in Bloomberg to Discuss Money Decisions During Economic Uncertainty
Craig Toberman chats with Claire Ballentine to discuss if now is a good time to purchase a Tesla in the …
5 Great Places to Volunteer in the St. Louis, MO Area
Volunteering is a great way to meet new people, spend meaningful time with your family, sharpen your skills, and give …
Craig Toberman Featured in Bloomberg to Discuss the Silicon Valley Bank Collapse
Craig Toberman digs into the upside of Treasury bonds in the article “What the Silicon Valley Bank Collapse Means for …
Craig Toberman Featured in XY Planning Network Sharing His Blog On Risk Tolerance
Craig Toberman’s article What Is Risk Tolerance And Why It Influences Your Money? is listed in Good Financial Reads: How …