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Category: Financial Planning
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 …
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 …
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.
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.
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.
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 SmartAsset to Discuss Common Mistakes High-Net Worth Clients Make
Craig Toberman discusses the biggest mistakes high-net worth clients can make in the article “5 Common Mistakes High-Net-Worth Clients Make” …
Craig Toberman Featured on ETF.com Discussing The Impact of Roboadvisor Technology
Craig Toberman shares his thoughts BlackRock’s sale in an email with Michelle Lodge for the article “BlackRock’s FutureAdvisor Sale May …
Craig Toberman Featured in ThinkAdvisor Discussing Common Misconceptions About Taxes
Craig Toberman gives his thoughts on common tax misconceptions to Jeff Berman in the ThinkAdvisor article “13 Things Clients Don’t …
What’s The True Value Of Creating A Strong Financial Plan?
Creating a financial plan is like a blueprint for your finances. We’ll tell you why they’re valuable, and how they can impact your life for the better.
5 Questions To Ask Your Financial Advisor Before Hiring Them
Every financial advisor has different specialties and interests, so before you select a financial partner, here are 5 questions you should ask.
Craig Toberman Featured in Bloomberg Wealth Discussing How to Make Your Vacation Dollar Stretch
Craig Toberman weighs in on the Financial FAQ “How can I take a vacation without spending a ton of money?” …
Why Generational Wealth Tends To Dry Up (And How To Keep It Intact)
While passing wealth along to children and grandchildren may be a common goal, accomplishing it is far more cumbersome than you might imagine.
Craig Toberman Featured in Ladue News To Discuss His Work Helping Families Preserve Generational Wealth
Craig Toberman connected with Maggie Peters from Ladue News in the sponsored article “Toberman Wealth Helps Manage Family Wealth for …
Craig Toberman Featured in West Belleville Magazine
Toberman Wealth was featured on the cover of the of West Belleville Magazine Holiday Issue 2022 “Toberman Wealth. Hometown boy …
Craig Toberman Featured in XY Planning Network Sharing Articles About Money Scripts and Liquid Assets
Craig Toberman’s articles What Are Money Scripts (And What’s Yours)? and Don’t Lock Up Your Assets And Throw Away The Key: Why Liquidity …
Craig Toberman Featured in St. Louis Business Journal About Opening a Business in Richmond Heights for His Fee-Only Advisory Firm
Craig Toberman, CFP®, CFA, CPA has recently opened an office in Richmond Heights for his fee-only advisory firm, Toberman Wealth. …