Atlanta Planning Guys is an informal blog in which CERTIFIED FINANCIAL PLANNER™ professional, Cass Chappell , of Chappell Financial Group, shares his ideas and opinions with the general public.
Summary: Athletes earn their money very quickly. Their careers don’t last very long. They are very young when they retire and have unusually long “distribution phases”. Since they usually don’t earn ... more »
When I meet with a prospective client for the first time one of my first questions of them is about retirement. I am curious to know how they anticipate living off ... more »
From time to time, our clients come to us with plans to make a big recreational purchase or inheritance checks that they want to deposit into their accounts. Understanding the impact ... more »
In keeping with the mindset that an Investment Dashboard should be a turnkey tool, providing all the relevant information pertinent to making sound decisions for a client’s portfolio, it only makes ... more »
Wednesday, January 14th, 2009 by Cass Chappell, CFP®
As financial planners, we are frequently asked about “sustainable withdrawal ratios”, or in other words, “How much money do I need to retire?”
It seems as if there are as many articles ... more »