Financial Roadmap

The Predictable Retirement Crisis: How the 1980s Shift Blindsided Boomers

Jun 21, 20244 min read

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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Maximizing Your 401(k): A Cornerstone of Your Retirement Strategy

Timothy Clifford

Jun 13, 20244 min read

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...

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Note to New Clients: Welcome to PlanAssist®

Timothy Clifford

May 11, 20244 min read

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

Engineering Your Wealth: Strategic Financial Planning with Professional Advice

Timothy Clifford

May 5, 20244 min read

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...

23 views

Note to Clients - Understanding Advisory Fees: Transparency and Value in Financial Services

Timothy Clifford

Apr 13, 20244 min read

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...

44 views

Make Better Financial Decisions - (3 Of 9) Balancing Act: Planning with a Strategy

Timothy Clifford

Mar 25, 20247 min read

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...

111 views

Financial Planning For Achieving Financial Success in 2024

Timothy Clifford

Jan 1, 20246 min read

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

Financial Roadmap: A Clear Guideline For Your Financial Goals

Timothy Clifford

Dec 13, 20236 min read

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...

72 views

Past Meets Present: Charting Financial Success Through Timeless Principles

Timothy Clifford

Sep 11, 20232 min read

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...

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Why Your Personal Finances Are Like Running a Business

Timothy Clifford

Aug 31, 20232 min read

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

Harnessing Accountability: The Emotional, Practical, and Mathematical Path to Financial Prosperity

Timothy Clifford

Aug 23, 20233 min read

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

Navigating Your Financial Journey: A Strategic Guide to Reports, Investments, and Risk Assessment

Timothy Clifford

Aug 6, 20233 min read

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,...

27 views

President or Jobless at 55: A Career Mantra that Defined My Journey

Timothy Clifford

Aug 1, 20232 min read

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...

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Demystifying Financial Planning: What to Expect During Reviews with Core Wealth Consultants

Timothy Clifford

Jul 30, 20233 min read

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

Tackling Employee Finance Issues: A Strategic Benefit That Truly Matters

Timothy Clifford

Jul 14, 20232 min read

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

The Significance of Having a Financial Plan

Timothy Clifford

Jul 11, 20232 min read

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...

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The Biggest Financial Mistake The Mass Affluent Make

Timothy Clifford

Jul 1, 20233 min read

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...

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Six Reasons a Financial Roadmap is Important to a Marriage

Timothy Clifford

Jun 21, 20233 min read

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...

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Timothy Clifford

Dec 26, 20224 min read

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...

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