Knowledge Applied

By Kenneth Klabunde on April 17, 2020

The savings that result from optimizing your income, tax, and wealth accumulation strategies serves to increase the margin of safety in your financial plan -- creating a higher degree of confidence in a world where higher confidence is sometimes hard to come by.


By Kenneth Klabunde on April 3, 2020

The succinct summary of our planning conversations, covering your current situation, the next actions to take, and the things that will lead us to reassess -- giving you a custom roadmap to the things you can be doing right now to respond to the changes happening around us, and in your life directly.


By Kenneth Klabunde on March 27, 2020

I typically walk away from these exercises with A) a plan, and B) a general sense of "you know, life would still be okay."


By Kenneth Klabunde on March 26, 2020

It’s important to remember that the markets do not necessarily describe the current economy; and the economic numbers don’t describe the daily struggle that some are feeling right now.


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