Atlanta Planning Guys is an informal forum in which the financial and insurance experts at Chappell Mayfield share their advice and opinions with the general public.
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 »