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Relationships and Money Management

by Robert Klosterman | Feb 6, 2019 | Financial Plan, Knowledge Base, Retirement Planning, Uncategorized

Relationships and Money Management Interestingly, there are endless possibilities when it comes to relationships and money management. Many jokes and stories affirm that the issue is not a rare one at all.  According to Psychology Today, disagreements over money increase the chances of divorce by over...

Investing Strategies for Preserving Wealth

by Robert Klosterman | Aug 20, 2018 | Investments & Markets, Knowledge Base, Retirement Planning, Uncategorized, Wealth Management

Investing Strategies for Preserving Wealth Some find it odd the focus on investing strategies for preserving wealth. After all, most of us spend much of our lives trying to accumulate a comfortable sum to acquire a sense of financial independence. Of course, those engaging in a competitive environment end up...

9 Financial Planning Mistakes Part 3

by Robert Klosterman | Jul 27, 2018 | Knowledge Base, Uncategorized

9 Financial Planning Mistakes Part 3 In installment one and two six classic financial mistakes in executing a personal financial strategy were identified based on my observations of behavior over the last 40 plus years. Six of the topics include: Thinking Taxes are the Exclusive Answer, It Is Not a Good...

9 Financial Planning Mistakes – Part 2

by Robert Klosterman | Jul 20, 2018 | Financial Plan, Knowledge Base, Retirement Planning, Uncategorized, Wealth Management

9 Financial Planning Mistakes – Part 2 Avoiding mistakes, in comprehensive financial planning, can make achieving the goals and dreams much more effective. Part 1 of this three-part series explored three of the 9 Comprehensive Financial Planning Mistakes. The three risks were: Thinking Taxes are the...

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