Tag - financial planning

Sheaff Brock Investment Advisors - recommendations for financial planning and investment strategy for distribution phase of retirement

More from Sheaff Brock about Angela’s Angst

Wealth manager Jerry Miccolis, CFP®, CFA, writing in the Journal of Financial Planning, created a character named Angela who, as she and her husband enter the “distribution phase” of their financial lives, is concerned about her financial future. What advice might YOU give to Angela? Miccolis asks other investment advisers. In an interview with our Sheaff Brock editor, wealth manager and financial planner Paul Coan responds. In Miccolis’ construct Angela is particularly uneasy about four specific pieces of investment advice [...]

Sheaff Brock financial planning advice for distribution phase of retirement

Sheaff Brock Addresses Angela’s Angst

Angela isn’t a real person, merely a “fictional amalgam” created by wealth manager Jerry Miccolis, CFP®, CFA, writing in the Journal of Financial Planning. But Angela’s concerns about her financial future, Miccolis claims, are very real indeed, typical of the angst many clients feel as they enter the “distribution” phase of their financial lives. “Readers of my prior contributions to the Journal will probably know how I would respond if Angela came to me,” Miccolis writes. “What advice would YOU [...]

Sheaff Brock end-of-year financial planning for investments and financial tax planning

More Items for Your Year-End Financial Planning List

(Continued from “Some To-Do, Not-to-Do, & ‘It-Depends’ Items for Your Year-End List”) There’s no lack of financial planning and investment “tweaks” to consider as the fall season comes to an end, financial planning practitioner Paul Coan reminds Sheaff Brock investors. And, while some tactics may not prove best given your individual situation, others might have the potential to enhance tax savings at year-end and moving into 2017. As always, Coan cautions, it’s a good idea to speak with your CPA or [...]

Sheaff Brock Investment Advisors - Year-end planning strategies

Some To-Do, Not-To-Do, and ‘It Depends’ Items for Your Year-End List

As the fall season sets in, there are certain end-of-year planning techniques you can begin implementing, financial planning professional Paul Coan reminds Sheaff Brock investors. There are some not-to-do items as well, Coan adds, and some “it depends” tactics that may or may not prove best given your individual situation. Since several, although not all, of these checklist items involve tax planning, there are a couple of cautions: Speak with your CPA or other tax advisor before implementing any tax-related [...]