The Predictable Retirement Crisis: How the 1980s Shift Blindsided Boomers
Like many crises, the retirement crisis facing baby boomers today was predictable; for those who grew up in the 1970s, watching a train...
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Timothy Clifford
- Jun 13
- 4 min
Maximizing Your 401(k): A Cornerstone of Your Retirement Strategy
Planning for financial independence is a crucial step in securing your future, and one of the most powerful tools you likely have is your...
14 views
Timothy Clifford
- May 11
- 4 min
Note to New Clients: Welcome to PlanAssist®
Hi Client, Congratulations on taking the next step toward managing your financial decisions effectively. Enrolling in PlanAssist® is a...
46 views
Timothy Clifford
- May 5
- 4 min
Engineering Your Wealth: Strategic Financial Planning with Professional Advice
Navigating financial decisions can be challenging, especially when it comes to accumulating and managing wealth. A critical element that...
22 views
Timothy Clifford
- Apr 13
- 4 min
Note to Clients - Understanding Advisory Fees: Transparency and Value in Financial Services
Hi Client As with most services we pay for, it's wise for us as clients to periodically confirm that our payments align with industry...
43 views
Timothy Clifford
- Mar 25
- 7 min
Make Better Financial Decisions - (3 Of 9) Balancing Act: Planning with a Strategy
Make Better Financial Decisions - (3 Of 9) Balancing Act: Planning with a Strategy Understanding the distinction between strategy and...
79 views
Timothy Clifford
- Jan 1
- 6 min
Financial Planning For Achieving Financial Success in 2024
Financial Planning For Achieving Financial Success in 2024 As we step into 2024, financial planning becomes more crucial than ever in the...
45 views
Timothy Clifford
- Dec 13, 2023
- 6 min
Financial Roadmap: A Clear Guideline For Your Financial Goals
Financial Roadmap: A Clear Guideline For Your Financial Goals A financial roadmap is a plan that can help an individual's or a family's...
69 views
Timothy Clifford
- Sep 11, 2023
- 2 min
Past Meets Present: Charting Financial Success Through Timeless Principles
In October 1974, Time Magazine's cover boldly proclaimed, "Trying to Fight Back: Inflation, Recession, Oil." This sentiment could very...
14 views0 comments
Timothy Clifford
- Aug 31, 2023
- 2 min
Why Your Personal Finances Are Like Running a Business
There are striking similarities between managing a business and managing personal finances, even though people often resist the...
17 views0 comments
Timothy Clifford
- Aug 23, 2023
- 3 min
Harnessing Accountability: The Emotional, Practical, and Mathematical Path to Financial Prosperity
Accountability stands as a crucial determinant of financial success. It comes from numerous sources, ranging from spouses and credit...
17 views
Timothy Clifford
- Aug 6, 2023
- 3 min
Navigating Your Financial Journey: A Strategic Guide to Reports, Investments, and Risk Assessment
Let's examine the three key components of a financial plan and understand why they are important. Each component functions independently,...
26 views
Timothy Clifford
- Aug 1, 2023
- 2 min
President or Jobless at 55: A Career Mantra that Defined My Journey
Thirty-five years ago, my career journey began as a runner at the Chicago Mercantile Exchange. Today, I find myself in a picturesque...
43 views0 comments
Timothy Clifford
- Jul 30, 2023
- 3 min
Demystifying Financial Planning: What to Expect During Reviews with Core Wealth Consultants
When engaging with professionals in fields such as Taxation, Finance, Medicine, Law, Insurance, etc., it can sometimes be challenging to...
55 views
Timothy Clifford
- Jul 14, 2023
- 2 min
Tackling Employee Finance Issues: A Strategic Benefit That Truly Matters
Tackling Employee Finance Issues: A Strategic Benefit That Truly Matters Retaining and identifying talented professionals is a...
27 views
Timothy Clifford
- Jul 11, 2023
- 2 min
The Significance of Having a Financial Plan
The 2023 Modern Wealth Survey conducted by Schwab involved 1,000 US citizens who estimated the average net worth required to be...
18 views0 comments
Timothy Clifford
- Jul 1, 2023
- 3 min
The Biggest Financial Mistake The Mass Affluent Make
Mass affluent investors - individuals with $100,000 to $1,000,000 of liquid financial assets plus an annual household income over $75,000...
15 views0 comments
Timothy Clifford
- Jun 21, 2023
- 3 min
Six Reasons a Financial Roadmap is Important to a Marriage
When managing finances as a married couple, it seems common for one person in the relationship to know all about the finances and manage...
5 views0 comments
Timothy Clifford
- Dec 26, 2022
- 4 min
2022 in Review and a Look at 2023
Happy New Year! And welcome to 2023. I will be a little longer than usual in this year's update and touch on three points. The first is...
28 views0 comments
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