The A, B, C’s, and D of Medicare
As you approach retirement, you'll likely have several key assets, such as your home, retirement accounts , pensions, savings, Social...
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Timothy Clifford
Jun 214 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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Timothy Clifford
Jun 134 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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Timothy Clifford
Jan 16 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...
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Timothy Clifford
Dec 26, 20235 min read
The Importance of Retirement Planning
Exploring the Significance of Early Retirement Planning and Strategies to Ensure a Financially Secure Retirement Retirement planning is...
36 views
Timothy Clifford
Dec 26, 20237 min read
Retirement Savings Plans and Income Streams
Discussing various retirement savings Plans options like 401(k)s, IRAs, and pensions and how they can provide a steady income during...
25 views
Timothy Clifford
Dec 13, 20236 min read
Mastering Retirement Planning: Smart Strategies for Every Age
Introduction to Retirement Planning Welcome to the world of retirement planning, where foresight and strategy can turn your golden years...
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Timothy Clifford
Oct 11, 20232 min read
The Chessboard of Finance: Mastering Emotional and Strategic Moves for Long-Term Success
Introduction Financial success and chess mastery share more similarities than one might initially believe. Both engage participants in a...
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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...
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Timothy Clifford
Aug 24, 20233 min read
The Real Drivers of Wealth: A Financial Advisor's Reflections
How pivotal is the role of Financial Advisors in assisting clients to accumulate wealth? Although I once strongly believed in our...
12 views0 comments
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
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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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
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
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...
18 views0 comments
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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