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General Principles of Financial Planning Archives - Shepherd Your Wealth Blog

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Shepherd Your Wealth Blog. Shepherd Your Wealth Blog. Archive General Principles of Financial Planning. RSS feed for this section. What Exactly Is Financial Planning? David W. Shepherd, Jr., CFP. September 25, 2015. General Principles of Financial Planning. 7 Steps to a Solid Financial Plan. David W. Shepherd, Jr., CFP. September 10, 2014. General Principles of Financial Planning. Learn the 7 Steps to a Solid Financial Plan. Watch below! 7 Steps to a Solid Financial Plan -Video Transcript- Hi! My Journey...

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The 8 Essential Elements of Investment Planning

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Shepherd Your Wealth Blog. Shepherd Your Wealth Blog. The 8 Essential Elements of Investment Planning. David W. Shepherd, Jr., CFP. October 1, 2014. Do you ever have that nagging feeling you forgot something? Does it frustrate you because you know. From past experience that that feeling is reliable? And doesn’t it always seem like you find out later that day that you did forget something right when you need it! Essential Element 1: Know what makes each investment vehicle unique. You’ve got market r...

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Insurance Planning Archives - Shepherd Your Wealth Blog

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Shepherd Your Wealth Blog. Shepherd Your Wealth Blog. RSS feed for this section. Attempting to Avoid Trauma to Your Financial Security. Dave Shepherd, ChFC, CFP. September 24, 2014. Shepherd Wealth and Retirement. Is a wealth management firm led by a father and son team based in Tucson, Arizona. We specialize in serving the needs of families who are focused on preserving and growing their wealth through life’s many turning points. Learn More About Our Approach. The Value of a Proactive Investment Strategy.

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Estate Planning Archives - Shepherd Your Wealth Blog

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Shepherd Your Wealth Blog. Shepherd Your Wealth Blog. RSS feed for this section. 4 Reasons You Don’t Need an Estate Plan. Dave Shepherd, ChFC, CFP. October 16, 2014. Here the four reasons you don’t need an estate plan: 1. You don’t own anything. 2. You don’t have anyone you love or care about. 3. You would prefer that the politicians in your state decide who your personal assets go to and who is the guardian of your children when you die because you […]. Dave Shepherd, ChFC, CFP. June 24, 2014. Fun Presi...

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The 10 Pivotal Areas of Retirement Planning

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Shepherd Your Wealth Blog. Shepherd Your Wealth Blog. The 10 Pivotal Areas of Retirement Planning. David W. Shepherd, Jr., CFP. October 9, 2014. Your last day at work…can you imagine it? You’ve worked hard for decades, saved a lot of money, made more good financial choices than bad, and you’ve finally arrived…your last day at work. For some this is one of the happiest moments in their life, for others it is one of the scariest, and for others still, it can be one of the saddest. 2) Think about how and wh...

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Other Topics Archives - Shepherd Your Wealth Blog

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Shepherd Your Wealth Blog. Shepherd Your Wealth Blog. RSS feed for this section. How Will You and Your Money React to the Election? Dave Shepherd, ChFC, CFP. October 10, 2016. Is Your Portfolio Brexit-Proof? David W. Shepherd, Jr., CFP. June 30, 2016. Learn the 3 questions you need to ask your advisor or yourself about your portfolio in light of Brexit. Shepherd Wealth and Retirement. Learn More About Our Approach. The Value of a Proactive Investment Strategy. March 6, 2013. February 21, 2013. We are com...

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Tucson Financial Advisors | Shepherd Wealth & Retirement

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Shepherd Your Wealth Blog. Shepherd Your Wealth Blog. The 10 Pivotal Areas of Retirement Planning. David W. Shepherd, Jr., CFP. October 9, 2014. Your last day at work…can you imagine it? You’ve worked hard for decades, saved a lot of money, made more good financial choices than bad, and you’ve finally arrived…your last day at work. For some this is one of the happiest moments in their life, for others it is one of the scariest, and for […]. The 8 Essential Elements of Investment Planning. October 1, 2014.

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4 Reasons You Don't Need an Estate Plan

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Shepherd Your Wealth Blog. Shepherd Your Wealth Blog. 4 Reasons You Don’t Need an Estate Plan. Dave Shepherd, ChFC, CFP. October 16, 2014. Here the four reasons you don’t need an estate plan:. 1 You don’t own anything. 2 You don’t have anyone you love or care about. 3 You would prefer that the politicians in your state decide who your personal assets go to and who is the guardian of your children when you die because you think they are smarter than you. 4 You have no chance of dying. Sometimes it would i...

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What Exactly Is Financial Planning? - Shepherd Your Wealth Blog

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Shepherd Your Wealth Blog. Shepherd Your Wealth Blog. What Exactly Is Financial Planning? David W. Shepherd, Jr., CFP. September 25, 2015. General Principles of Financial Planning. The same thing is true of financial planning. Only with. Instead of instruments, financial planning is coordinating the seven key areas that make up your financial program. Financial planning is taking:. 1 Financial statement preparation and analysis (and that includes budgeting). 2 Insurance planning and risk management.