by Jama Grotelueschen, CFP® | Oct 3, 2025 | Business Owners / Executive Planning, Cash Flow Planning, Estate Planning, Insights, Insurance Planning, Retirement Planning
Life rarely moves in a straight line. Careers evolve, families grow, goals shift—and each of these transitions can have a major impact on your finances. That’s why a financial plan shouldn’t be a static document. Instead, it should adapt alongside you. If you’ve...
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by Jama Grotelueschen, CFP® | Jul 15, 2025 | Insights, Retirement Planning
One of the most commonly cited strategies in retirement planning is the 4% rule—a guideline intended to help retirees avoid outliving their savings. It’s simple, easy to remember, and has been used for decades. But does it still hold up today? What Is the 4% Rule? The...
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