In order to plan for your future, it is important to know exactly where you are in life today! Your finances are no different. Have you ever taken the time to determine exactly how much you are financially worth? Are you heavily invested into real estate but have little in the bank account, or do you have healthy bank balances but a hefty credit card balance? Understanding where and how you allocate your wealth are key ingredients in identifying and…
The Newsroom By Freisenbruch-Meyer
What to Consider Before Retiring Overseas
When people think about retirement, it does not always mean retiring in the place where they grew up in or the city they raised their family in. It can often be a brand new location to start their retirement years,…
March 25, 2020
The Newsroom By Freisenbruch-Meyer
Are You a Saver or a Spender?
In most families there are two types of people – the savers and the spenders. Statistics suggest that many couples argue or even divorce over money issues, and this is predominately due to either not making enough money or spending…
March 25, 2020
The Newsroom By Freisenbruch-Meyer
Retirement Plan Options for Homeowners
One of the hardest things about retirement is often dealing with the biggest asset you own - your home. For most of us, we have scrimped, saved and sacrificed to pay off our house and when we finally have time…
March 2, 2020
The Newsroom By Freisenbruch-Meyer
How Many Accounts Should I Have at Retirement?
A frequently asked question in the retirement industry is, how many accounts should I have at retirement? Should I have a savings account, an investment account and a pension account, or should I have multiple accounts for multiple purposes in…
March 2, 2020
The Newsroom By Freisenbruch-Meyer
The CFO of Home Operations
In every family, one of the most important discussions is to appoint someone to take charge of the family finances. Whether it is yourself or your partner doesn’t really matter – whoever takes on the role recognizes that the financial…
March 2, 2020
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