https://purposefulsp.com/welcome daily 0.75 2019-09-10 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517940678428-WUV80IMGOLLCU2J84GL8/home1.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517942354421-NN5K7EKPLMQ476EX2MP4/trig-point-2165618_1920.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1547661039100-HK0X2JZIH84U68W95R66/barby-dalbosco-20629.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1520712311744-ZCUX5ZIRFLH9IZO0P93C/compass-2946957_1920.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1521386854569-8GS1L38F6521VXSI0ZLD/compass-2946957_1920.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1525543853287-89U0GRAXX85DUCN94JO4/aaron-burden-523450.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517945895689-RL6QTL022GIJFE8TRO6F/Full+Compass+Wht.png Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1562215714137-D421XI7O5TCH1ECV22JW/Advisor+Insights+Ranking+Color.png Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1562215732467-C9TIKVXE1VHJKT5K0O2J/tda-logo-35h.png Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners Your Assets Held at TD Ameritrade https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517808727684-6U6F1ZZGCVV926H2VRF8/career-coaching.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners - You're graduating college, beginning your career, or starting your first business. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517808815526-E7CM93TYE9LJL4BDJ03A/Financial-Fondation-Planning.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners - You're looking to take control of your finances, eliminate debt, and build a solid financial foundation. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517942136830-G9CDI38UQ2RLESB4CN3U/investment-advising.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners - You're focused on growing your retirement accounts, small business, real estate holdings, or other investments. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517808986065-6BJU87HHFH7WCY06TNS4/investment-management.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners - You've built your wealth and are concerned with managing and protecting it for your retirement and living your legacy https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517809026608-OGEY3ML8OAK2ACBV8RR4/retirement-planning.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners - You're approaching your retirement years and want to prepare for the second half of your financial journey. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517809066203-43248NVO8VHGC39EK4BA/estate-planning.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners - You've begun the second half of your journey and are focused on living your great life and your legacy. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1562215567277-30WXL0BJWL6RT0VGWVRV/LOGO-Forbes.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1562215601997-LLHH4ZZNA0JO1ZJ221ST/usnewsworldreportlogo_Color.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1562215616196-AVBV9XEVQCT7QDI3JL92/CNBC+Image.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1562215639043-CY3TUK7UP58NZNQSU3CF/HL+Financial-Advisor-Magazine.jpg Purposeful Strategic Partners: Fee-Only & Fiduciary Comprehensive Financial Planners https://purposefulsp.com/journey daily 0.75 2018-02-08 https://purposefulsp.com/financial-planning-for-entrepreneurs-business-owners daily 0.75 2019-01-16 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1545203296117-GGVGYYKFKJ1G2VE2OGZI/barby-dalbosco-20629.jpg Financial Planning for Entrepreneurs & Business Owners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1520712311744-ZCUX5ZIRFLH9IZO0P93C/compass-2946957_1920.jpg Financial Planning for Entrepreneurs & Business Owners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517940678428-WUV80IMGOLLCU2J84GL8/home1.jpg Financial Planning for Entrepreneurs & Business Owners https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1525545849622-4BN096D7FEAHBOA44XKZ/financial-education.jpg Financial Planning for Entrepreneurs & Business Owners - Improve employee loyalty and productivity by offering financial literacy programs at your company. Educational programs are offered through Purposeful Finance, our financial literacy organization. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1525573401015-GKTEH3RX9JTRLF96V5DW/business-coaching.jpg Financial Planning for Entrepreneurs & Business Owners - Grow your business with expert business coaching which integrates your personal finance needs with your company's financial, marketing, human resources, and operational needs. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1529427806724-FOMJ21T5XHKKDMVUGVQE/Business+Continuity.jpg Financial Planning for Entrepreneurs & Business Owners - Planning to ensure your business continues even if you can't be at the helm. Business continuity planning preserves both your income and your most valuable asset. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1525546001135-08VBZUUEYZ18PNY5NCHN/transferring-ownership.jpg Financial Planning for Entrepreneurs & Business Owners - Transfer the ownership of your business with a plan which considers multiple factors including tax implications, retaining control, funding your retirement, and your other life goals. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517945895689-RL6QTL022GIJFE8TRO6F/Full+Compass+Wht.png Financial Planning for Entrepreneurs & Business Owners https://purposefulsp.com/blog daily 0.75 2026-07-15 https://purposefulsp.com/blog/why-the-economy-feels-so-confusing-right-now monthly 0.5 2026-07-15 https://purposefulsp.com/blog/how-big-should-my-emergency-fund-be-planning-for-the-unknown-bad-your-emergency-fund monthly 0.5 2024-03-26 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/f852e19e-0652-4bf7-80a1-f02bb64f4fe5/inflation.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is inflation rising again? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://purposefulsp.com/blog/how-big-should-my-emergency-fund-be-planning-for-the-unknown-bad-your-emergency-fund-msrez monthly 0.5 2026-07-15 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/113d6bc4-a966-4011-a6ca-62d73c6b9010/S+and+P+500.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Bull market confirmed! What happens next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://purposefulsp.com/blog/how-will-todays-high-inflation-impact-my-retirement monthly 0.5 2022-08-01 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1621983459869-S2LSHNXBOYZCFHAE01KZ/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How will today's high inflation impact my retirement? Joshua Escalante Troesh, CFP https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/a610ad3b-1a9f-4ea3-87cd-b3304c82ef46/inflation-impact-on-investments Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How will today's high inflation impact my retirement? - Make it stand out A 1% increase in inflation expectation drops the percentage of ‘successful’ projections from 66.1% to 38.7% https://purposefulsp.com/blog/what-should-i-do-with-my-annuity-in-its-second-year-if-the-cap-and-spread-values-have-been-lowered-btewn monthly 0.5 2022-07-30 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1621983459869-S2LSHNXBOYZCFHAE01KZ/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What should I do with my annuity in its second year if the cap and spread values have been lowered? Joshua Escalante Troesh, CFP https://purposefulsp.com/blog/how-scary-is-the-national-student-loan-debt-w4ap8 monthly 0.5 2022-06-01 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1619791855218-FZSPZENWLUGFN9OO69FP/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How Scary is the National Student Loan Debt? Joshua is ranked the #1 advisor Nationally by Investopedia’s Advisors Insights audience.* https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/01275651-c230-4b00-9741-07536b904aa7/Screen+Shot+2022-05-18+at+7.18.29+AM.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How Scary is the National Student Loan Debt? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/4f29f72e-80c0-4c00-bad7-69d68d87a963/Total+Student+Debt.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How Scary is the National Student Loan Debt? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://purposefulsp.com/blog/how-much-of-my-house-sale-proceeds-should-i-use-for-purchasing-a-new-home monthly 0.5 2022-05-01 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1620364501771-X48DJQYDYZIVMV31AFZG/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How much of my house-sale proceeds should I use for purchasing a new home? Joshua Escalante Troesh, CFP https://purposefulsp.com/blog/will-russia-invasion-ukraine-impact-my-investments monthly 0.5 2022-03-19 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1619792201064-TPRVTW9AONIH4KKTRLLV/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Will Russia's Invasion of Ukraine Impact My Investments? Joshua is ranked the #1 advisor Nationally by Investopedia’s Advisor Insights audience.* https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/3ed19828-909f-46df-873d-c09ca17e2cf1/Geopolitical+Events.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Will Russia's Invasion of Ukraine Impact My Investments? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://purposefulsp.com/blog/as-a-university-student-who-only-works-part-time-how-much-work-history-do-i-need-in-order-to-be-eligible-for-a-mortgage-to-purchase-a-rental-property monthly 0.5 2022-02-09 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1619792201064-TPRVTW9AONIH4KKTRLLV/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - As a university student who only works part-time, how much work history do I need in order to be eligible for a mortgage to purchase a rental property? Joshua is ranked the #1 advisor Nationally by Investopedia’s Advisor Insights audience.* https://purposefulsp.com/blog/should-i-invest-money-from-a-heloc monthly 0.5 2021-11-01 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1621997460848-CUIL6DIB1B0D8SE2DOFB/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I invest money from a home equity line of credit? Joshua is ranked the #1 adviser Nationally by Investopedia’s Advisor Insights audience.* https://purposefulsp.com/blog/how-will-i-be-taxed-on-the-money-from-the-sale-of-my-house monthly 0.5 2021-10-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1620364127000-4W4HX56L59I82B07WJUU/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How will I be taxed on the money from the sale of my house? Joshua is ranked the #1 adviser Nationally by Investopedia’s Advisor Insights audience.* https://purposefulsp.com/blog/is-now-a-good-time-to-sell-my-investment-property monthly 0.5 2021-08-17 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1620364501771-X48DJQYDYZIVMV31AFZG/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is now a good time to sell some of my investment properties? Joshua is ranked the #1 adviser Nationally by Investopedia’s Advisor Insights audience.* https://purposefulsp.com/blog/how-should-i-invest-the-200000-i-received-from-the-sale-of-my-house monthly 0.5 2021-08-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1620364501771-X48DJQYDYZIVMV31AFZG/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How should I invest the $200,000 I received from the sale of my house? Joshua is ranked the #1 adviser Nationally by Investopedia’s Advisor Insights audience.* https://purposefulsp.com/blog/manage-my-own-investments-alongside-simplified-employee-pension-sep monthly 0.5 2021-07-15 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1621788170338-R180ZM4NZ018V8VMM23V/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How should I manage my own investments along with my simplified employee pension (SEP)? Joshua is ranked the #1 adviser Nationally by Investopedia’s Advisor Insights audience.* https://purposefulsp.com/blog/how-should-i-manage-the-increase-in-my-student-loan-payments monthly 0.5 2021-09-30 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1619791855218-FZSPZENWLUGFN9OO69FP/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How should I manage the increase in my student loan payments? Joshua is ranked the #1 advisor Nationally by Investopedia’s Advisors Insights audience.* https://purposefulsp.com/blog/do-i-need-a-consumers-use-tax-account monthly 0.5 2021-08-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1560742152573-RHR6UGC2TB8H2L9LFED5/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Does my business need a Consumer's Use Tax Account? Joshua is ranked the #1 adviser Nationally by Investopedia’s Advisor Insights audience.* https://purposefulsp.com/blog/how-can-i-reduce-the-amount-of-my-taxable-income monthly 0.5 2021-09-30 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1619789773353-6WONI92AI0LAJ8NZRP8F/Purposeful+Image.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How can I reduce the amount of my taxable income? Joshua is ranked the #1 advisor Nationally by Investopedia’s Advisor Insights audience.* https://purposefulsp.com/blog/purposeful-budgeting monthly 0.5 2021-01-29 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1573574498263-PHD8SJMBIXFSZWOBNTDW/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Purposeful Budgeting | A budget that integrates finances with your desired life Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/fix-an-indirect-401k-rollover monthly 0.5 2021-08-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1573574498263-PHD8SJMBIXFSZWOBNTDW/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How do I fix a 60-day rollover missed deadline? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/how-do-i-file-an-amended-return-with-form-1040x-rl33l monthly 0.5 2020-07-08 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565039061930-XR50IBOO36VX58CHZU16/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How Do I Change Tax Withholdings Without Exemptions Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/how-is-severance-package-taxed monthly 0.5 2021-08-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1584035378321-YZZSSRIRNQTBC7WQH306/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How is my severance package taxed? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/what-i-can-do-is-racial-equality monthly 0.5 2020-06-05 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1591222107947-BYKMOILQ8DEH45H16G4T/2%252BAdvisor%252BInsights%252BRanking%252BColor.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Don't ask 'What Can I do?' . . . say 'What I Can Do Is' Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/how-will-a-401k-withdrawal-impact-my-taxes-at-year-end monthly 0.5 2020-04-15 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565039061930-XR50IBOO36VX58CHZU16/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How will a 401(k) withdrawal impact my taxes at year-end? Joshua is the #1 ranked financial advisor on Investopedia’s Advisor Insights https://purposefulsp.com/blog/coronavirus-payroll-protection-program-loan-foregiveness monthly 0.5 2020-04-08 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1584035378321-YZZSSRIRNQTBC7WQH306/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Coronavirus: How Does Payroll Protection Program Loan Forgiveness Work Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/coronavirus-small-business-loan-forgiveness monthly 0.5 2020-04-08 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1584035378321-YZZSSRIRNQTBC7WQH306/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Coronavirus: Help for Small Business Owners & Self Employed whose businesses are impacted Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/paying-mortgage-corona-virus monthly 0.5 2026-07-21 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1584035378321-YZZSSRIRNQTBC7WQH306/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Coronavirus: What mortgage help is available? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/how-do-i-deal-with-the-recent-stock-market-crash monthly 0.5 2020-03-12 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1584035378321-YZZSSRIRNQTBC7WQH306/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What Do I Do with the Recent Stock Market Crash? Joshua Escalante Troesh, CFP | MBA https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1584034651404-Q62BOTBE7L2UQ9WK8SAK/15-days.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What Do I Do with the Recent Stock Market Crash? https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1584034870095-O2C0DIPUDIP7917LGZ60/15-years.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What Do I Do with the Recent Stock Market Crash? https://purposefulsp.com/blog/how-do-i-file-an-amended-return-with-form-1040x monthly 0.5 2020-03-31 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565039061930-XR50IBOO36VX58CHZU16/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How do I file an amended return with form 1040X? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/leverage-investment-property-equity-without-heloc-refinancing monthly 0.5 2020-03-31 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1580857304198-CV1WMEQLVGMQYFPEM9CZ/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How can I leverage the equity on an investment property I own without a HELOC or refinancing? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/paying-points-to-buy-down-the-interest-rate monthly 0.5 2020-05-07 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1580857304198-CV1WMEQLVGMQYFPEM9CZ/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is it worth paying points to buy down the mortgage interest rate? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/what-else-can-i-do-to-save-for-retirement-without-a-401k monthly 0.5 2021-01-29 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1580856258357-IRCBNSLT4B3MHSYFP2Q4/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What should my fiancé and I do with the extra $7,000 we make each month? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/is-peer-to-peer-lending-a-good-idea monthly 0.5 2020-02-05 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is Peer-to-Peer Lending a Good Idea? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/where-should-a-first-time-investor-start monthly 0.5 2020-02-04 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Where should a first time investor start? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/what-does-californias-ab5-mean-for-my-business monthly 0.5 2020-01-23 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1577800701069-3CGM3Q290SFN27JFAAQC/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What Does California's AB5 Mean For My Business? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/how-to-improve-financial-situation-if-health-limit-work monthly 0.5 2020-01-08 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1577800701069-3CGM3Q290SFN27JFAAQC/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How do I improve my financial situation if my health limits my ability to work? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/consider-annuity-with-unreliability-of-the-market monthly 0.5 2020-01-01 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1577797750853-QKRAKMYS50MS7N9QT4Z9/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is my AAA financial advisor's advice to invest in an annuity a good idea? Joshua Escalante Troesh CFP | MBA https://purposefulsp.com/blog/how-should-i-invest-my-extra-income monthly 0.5 2019-12-25 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1576851461425-VNBSVIWBNDHOJV394AIK/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How should I invest my extra income? Joshua Escalante Troesh CFP | MBA https://purposefulsp.com/blog/deduct-rental-property-expenditures-before-house-sells monthly 0.5 2019-12-18 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1575901658680-SDTVI9BXNUAT166T6NQI/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - When can we claim expenditures for rehabbing our rental property? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/differences-revocable-trust-and-irrevocable-trust monthly 0.5 2019-12-12 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1575899869400-WWBPJJZEHBWW4E2IMFW4/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What are the differences between a revocable trust and an irrevocable trust? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/if-a-private-individual-leases-a-property-to-a-non-profit-is-there-an-exemption-for-property-taxes-for-the-term-of-the-lease monthly 0.5 2022-03-14 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1576159277794-OL30LXSTVF8W0Q5IDGF1/2%2BAdvisor%2BInsights%2BRanking%2BColor.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - If a private individual leases a property to a non-profit, is there an exemption for property taxes for the term of the lease? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/will-paying-off-my-credit-card-debt-with-a-personal-loan-improve-my-credit-score monthly 0.5 2019-12-04 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1574089428067-SUFJC5MK698DG1EF3PMD/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Will paying off my credit card debt with a personal loan improve my credit score? Joshua Escalante Troesh was voted the #1 advisor nationally by the Advisor Insights audience.* https://purposefulsp.com/blog/loan-on-rental-property-or-sell-it-to-pay-off-debt monthly 0.5 2019-11-20 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1574087948575-23PZ1XFLCLL9ZKDNI178/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I take out a loan on my rental property or sell it to pay off my debt? Joshua Escalante Troesh was voted the #1 advisor nationally by the Advisor Insights audience.* https://purposefulsp.com/blog/what-should-i-do-with-the-money-in-my-savings-account monthly 0.5 2019-11-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1573574498263-PHD8SJMBIXFSZWOBNTDW/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What should I do with the money in my savings account? Joshua Escalante Troesh was voted the #1 advisor nationally by the Investopedia Advisor Insights audience.* https://purposefulsp.com/blog/no-debt-and-four-month-emergency-fund-whats-next monthly 0.5 2019-11-06 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1572968443133-9EZEGW98MDUU54JDZNVE/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - I just paid off my debt and built up a four-month emergency fund; what's next? Joshua Escalante Troesh was voted the #1 Advisor nationally by the Investopedia Advisor Insights audience.* https://purposefulsp.com/blog/can-a-limited-liability-company-llc-issue-stock monthly 0.5 2019-10-30 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1570629307527-9XLP4XZWW1B1TXDJFZHT/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Can a Limited Liability Company (LLC) issue stock? Joshua Escalante Troesh was ranked #1 nationally by Investopedia Advisor Insights https://purposefulsp.com/blog/tax-deductions-still-possible-with-the-standard-deduction monthly 0.5 2019-10-22 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565039061930-XR50IBOO36VX58CHZU16/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Are other tax deductions still possible if you take the Standard Deduction? Joshua is the #1 ranked financial advisor on Investopedia’s Advisor Insights https://purposefulsp.com/blog/taxes-on-home-sale-during-divorce monthly 0.5 2019-10-16 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565039061930-XR50IBOO36VX58CHZU16/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How is the profit from the sale of our home taxed during a divorce? Joshua is the #1 ranked financial advisor on Investopedia’s Advisor Insights https://purposefulsp.com/blog/i-am-self-employed-and-trying-to-save-for-retirement-i-make-40000-a-year-i-have-150000-in-an-ira-and-contribute-6500-to-it-a-year-what-else-can-i-do-to-save-for-retirement-without-a-401k monthly 0.5 2019-10-08 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1570221501208-RGHMWT75BGO5OXC6UEW3/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What are Self-Employed options to save for retirement without a 401(k)? Joshua Escalante Troesh was ranked #1 nationally by Investopedia Advisor Insights https://purposefulsp.com/blog/what-happens-to-vested-options-when-company-closes monthly 0.5 2019-10-01 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1569789446736-EL7DQA06EDS5K827RY8U/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What happens to vested options when your company closes? Joshua Escalante Troesh CFP | MBA https://purposefulsp.com/blog/what-is-the-best-way-to-save-for-the-future-outside-of-a-work-retirement-plan monthly 0.5 2019-09-18 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565024166031-JAGEAQCFNRVOG5899QTW/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What is the best way to save for the future outside of a work retirement plan? Joshua Escalante Troesh is the #1 ranked financial advisor on Investopedia’s Advisor Insights https://purposefulsp.com/blog/would-getting-a-paper-divorce-help-financially monthly 0.5 2019-09-11 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565024166031-JAGEAQCFNRVOG5899QTW/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Would Getting a Paper Divorce Help Financially? Joshua Escalante Troesh is the #1 ranked financial advisor on Investopedia’s Advisor Insights https://purposefulsp.com/blog/business-startup-trade-offs-venture-capital-angel-investors-and-bootstrapping monthly 0.5 2019-09-04 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565566057809-9CZAPKNL9MCA6NR1EFG3/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How does one weigh the trade offs between bootstrapping a small business and seeking Venture Capital? Joshua is the #1 ranked advisor on Investopedia’s Advisor Insights https://purposefulsp.com/blog/buy-treasury-notes-through-a-bank-or-brokerage-firm monthly 0.5 2019-08-28 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565039061930-XR50IBOO36VX58CHZU16/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Do I have to buy treasury notes through a bank or brokerage firm? Joshua is the #1 ranked financial advisor on Investopedia’s Advisor Insights https://purposefulsp.com/blog/should-i-use-money-from-my-403b-account-to-pay-off-my-credit-card-debt monthly 0.5 2019-08-21 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1564953157267-YULWE2KXV9PXH3ML2SPO/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I use money from my 403(b) account to pay off my credit card debt? Joshua Escalante Troesh is the #1 Ranked Financial Advisor on Investopedia’s Advisor Insights https://purposefulsp.com/blog/individual-contractor-eligible-to-deduct-health-insurance-premium monthly 0.5 2019-08-14 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565565606942-5ZMK35VUMVV8XNJ5FG8W/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Can an independent contractor deduct monthly health insurance premiums? Joshua is the #1 ranked financial advisor on Investopedia Advisor Insights https://purposefulsp.com/blog/heloc-interest-still-deductible-under-new-tax-law monthly 0.5 2019-08-08 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1564952492737-1P6UU9MNYFLP196HY2QI/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is interest on a HELOC still deductible under the new tax law? Joshua Escalante Troesh is the #1 Ranked Financial Advisor on Investopedia’s Advisor Insights https://purposefulsp.com/blog/returning-an-ira-distribution-after-the-60-day-rollover-period monthly 0.5 2019-08-06 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1563470942521-HMM4JZR9L9N3HY2M6ZFH/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Can I ask the IRS to allow me to return an IRA distribution after the 60 day rollover period? Joshua Escalante Troesh is the #1 ranked financial advisor by the Investopedia audience.* https://purposefulsp.com/blog/college-student-continue-investing-or-save-to-pay-off-debt monthly 0.5 2019-08-06 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1561668479416-QSBJ1108QI0I4SQYE65S/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - As a college student, should I continue investing or save to pay off my debt first? Joshua is the #1 ranked financial advisor on Investopedia Advisor Insights https://purposefulsp.com/blog/which-is-the-best-strategy-to-pay-off-our-debt monthly 0.5 2019-07-18 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1563167196780-78Q5YQN4M91N8ZJEK1YC/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Which is the best strategy to pay off our debt? Josh is ranked the #1 Financial Advisor Nationally on Investopedia’s Advisor Insights https://purposefulsp.com/blog/when-can-i-apply-for-my-ex-husbands-social-security-benefits monthly 0.5 2019-07-11 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1561669758159-RXRF6IJH9AGDLEKFGJ5U/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - When can I apply for my ex-husband's Social Security benefits? Joshua is the #1 Ranked Advisor by the Investopedia audience* https://purposefulsp.com/blog/as-a-college-graduate-with-a-new-job-how-should-i-structure-what-i-do-with-my-income monthly 0.5 2019-07-15 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1561668479416-QSBJ1108QI0I4SQYE65S/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - As a college graduate with a new job, how should I structure what I do with my income? Joshua is the #1 ranked advisor by the Investopedia Advisor Insights Audience https://purposefulsp.com/blog/calculating-taxes-exchanging-bitcoin-for-gold monthly 0.5 2019-07-16 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1561669758159-RXRF6IJH9AGDLEKFGJ5U/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How are taxes calculated when Bitcoin is exchanged for physical gold and a profit is generated? Joshua is the #1 Ranked Advisor by the Investopedia audience* https://purposefulsp.com/blog/why-do-stock-prices-rise-over-time monthly 0.5 2019-06-21 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1561155115070-IQW55HBVG7GFFS8SFOZB/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Why do stock prices rise over time? Joshua Escalante Troesh is the #1 ranked* advisor nationally on Investopedia Advisor Insights. https://purposefulsp.com/blog/should-we-pay-off-mortgage-when-on-fixed-income-pensions monthly 0.5 2019-06-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1560459421985-UK0ATP8QZTTRUE9H76VN/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should we pay off our mortgage when on fixed income pensions? Joshua is ranked* the #1 Financial Adviser Nationally on Investopedia’s Advisor Insights https://purposefulsp.com/blog/should-i-use-my-ira-for-a-down-payment monthly 0.5 2019-08-06 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1565110316154-GB5XSCJ7V12C3HAQMNFQ/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I use my 401(k) for a down-payment? Joshua Escalante Troesh is the #1 ranked financial advisor on Investopedia’s Advisor Insights https://purposefulsp.com/blog/can-rule-72t-be-used-as-income-and-then-re-invest-it-into-a-roth-ira monthly 0.5 2019-06-01 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1559018961102-8I3JRVTG70DC3DBM1I1Q/Advisor+Insights+Ranking.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - If a couple in their mid-50s is unemployed, can they set up an IRA withdrawal using rule 72(t), claim it as income and then re-invest it into a Roth IRA? Co-Published on Investopedia https://purposefulsp.com/blog/how-should-my-wife-and-i-begin-saving-for-retirement-at-51-years-old monthly 0.5 2021-04-22 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1560742152573-RHR6UGC2TB8H2L9LFED5/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How should my wife and I begin saving for retirement at 51 years old? Joshua is ranked the #1 adviser Nationally by Investopedia’s Advisor Insights audience.* https://purposefulsp.com/blog/should-i-match-my-employer-retirement-account-contribution-or-invest-elsewhere monthly 0.5 2019-05-18 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I match my employer contribution to my retirement account or invest elsewhere? Co-Published on Investopedia https://purposefulsp.com/blog/is-peer-to-peer-lending-a-good-strategy-for-diversifying-a-portfolio monthly 0.5 2019-05-16 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is peer-to-peer lending a good strategy for diversifying a portfolio? Co-Published on Investopedia https://purposefulsp.com/blog/tax-implications-selling-rental-property-using-profits-purchase-new-rental-property monthly 0.5 2019-05-09 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What are the tax implications of selling a rental property and using the profits to purchase another rental property? Co-Published on Investopedia https://purposefulsp.com/blog/is-it-too-early-to-start-a-portfolio-for-my-one-year-old-child monthly 0.5 2019-07-04 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1562262533628-P3HHPYYIVR9JW5YC8LUC/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is it too early to start a portfolio for my one-year-old child? Josh is the #1 ranked adviser on Investopedia Advisor Insights https://purposefulsp.com/blog/late-20s-professional-next-big-money-steps monthly 0.5 2019-06-27 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1560717611090-7JKCX8NULAO54UXNB5A2/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - As a young professional in my late 20s, what else should I be doing to make the most of my money and save for retirement? Joshua is ranked the #1 Advisor Nationally by the Investopedia audience. https://purposefulsp.com/blog/leave-my-401k-at-old-employer-or-roll-it-over-to-new-employer monthly 0.5 2019-08-04 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1560743668860-03BLRHWG4KY8SMFH7499/Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I leave my 401(k) with my old employer, roll it over to a plan my new employer offers, or do something else entirely? Joshua is the #1 ranked adviser nationally by Investopedia’s audience.* https://purposefulsp.com/blog/short-term-non-retirement-funds-should-i-consider-investing-in monthly 0.5 2019-04-11 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - As someone who has only invested in long-term retirement funds, what short-term, non-retirement funds should I consider investing in? Co-Published on Investopedia https://purposefulsp.com/blog/how-do-i-find-the-right-financial-advisor-for-me monthly 0.5 2019-04-04 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How do I find the right financial advisor for me? Co-Published on Investopedia https://purposefulsp.com/blog/how-to-choose-between-weighted-funds monthly 0.5 2019-04-02 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532729008124-G5CZN39QKLAEI05VO4HM/usnewsworldreportlogo_Color.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How to Choose Between Weighted Funds Published November 5, 2018 https://purposefulsp.com/blog/why-husband-and-wife-owe-so-much-in-taxes-every-year monthly 0.5 2019-03-29 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Why do my husband and I owe so much in taxes every year? Co-Published on Investopedia https://purposefulsp.com/blog/invest-in-stocks-or-pay-off-student-loans-gifted-wedding-money monthly 0.5 2019-03-21 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should we invest in stocks or pay off student loans with money gifted to us from our wedding? Co-Published on Investopedia https://purposefulsp.com/blog/how-to-invest-unneeded-social-security-benefits monthly 0.5 2019-03-19 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532729008124-G5CZN39QKLAEI05VO4HM/usnewsworldreportlogo_Color.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How to Invest Unneeded Social Security Benefits Published February 11, 2019 https://purposefulsp.com/blog/accounts-to-invest-savings-to-pay-back-student-loans monthly 0.5 2019-03-14 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - I want to invest some of my savings with a long-term strategy to use to pay back the loans I will be taking out for school; what kind of investment strategies or accounts should I consider? Co-Published on Investopedia https://purposefulsp.com/blog/how-much-do-foreign-income-and-foreign-income-tax-credit-impact-my-tax-return monthly 0.5 2019-03-08 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How much do foreign income and foreign income tax credit impact my tax return? Co-Published on Investopedia https://purposefulsp.com/blog/should-i-roll-my-traditional-ira-into-my-new-401k-account monthly 0.5 2019-02-28 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I roll my traditional IRA into my new 401(k) account? Co-Published on Investopedia https://purposefulsp.com/blog/with-only-192000-saved-should-i-retire-or-not monthly 0.5 2019-02-21 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - With only $192,000 saved, should I retire or not? Co-Published on Investopedia https://purposefulsp.com/blog/what-should-i-do-with-my-annuity-in-its-second-year-if-the-cap-and-spread-values-have-been-lowered monthly 0.5 2019-03-08 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What should I do with my annuity in its second year if the cap and spread values have been lowered? Co-Published on Investopedia https://purposefulsp.com/blog/reduce-401k-contributions-to-save-money-for-a-down-payment monthly 0.5 2019-02-07 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I reduce my 401(k) contributions to save money for a down payment? Co-Published on Investopedia https://purposefulsp.com/blog/pay-down-student-loan-debt-or-start-a-business monthly 0.5 2019-01-31 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I pay down student loan debt or start a business? Co-Published on Investopedia https://purposefulsp.com/blog/is-there-a-daily-record-of-short-trading monthly 0.5 2019-01-24 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is there a daily record of short trading? Co-Published on Investopedia https://purposefulsp.com/blog/pros-cons-investing-private-securities monthly 0.5 2019-03-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532729008124-G5CZN39QKLAEI05VO4HM/usnewsworldreportlogo_Color.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Pros and Cons of Investing in Private Securities Published January 7, 2019 https://purposefulsp.com/blog/is-cash-value-life-insurance-policy-good-idea-for-retirement monthly 0.5 2019-01-17 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is a cash value life insurance policy a good idea for me in retirement? Co-Published on Investopedia https://purposefulsp.com/blog/will-husbands-financial-advisor-learn-about-my-personal-credit-card-debt monthly 0.5 2019-01-10 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Will my husband's financial advisor be able to learn about my personal credit card debt when reviewing our finances and joint tax return? Co-Published on Investopedia https://purposefulsp.com/blog/what-happens-to-my-pension-after-i-remarry monthly 0.5 2019-01-04 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What happens to my pension after I remarry? Co-Published on Investopedia https://purposefulsp.com/blog/use-401k-to-pay-off-a-mortgage monthly 0.5 2018-12-27 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I take money out of my 401(k) to pay off my house and save money on the mortgage payments in retirement? Co-Published on Investopedia https://purposefulsp.com/blog/where-to-invest-home-down-payment-savings monthly 0.5 2018-12-20 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - I am saving for a down payment for a house; should I keep the money in my savings account or move it somewhere different? Co-Published on Investopedia https://purposefulsp.com/blog/how-should-i-get-out-of-debt monthly 0.5 2018-12-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How should I get out of debt? Co-Published on Investopedia https://purposefulsp.com/blog/work-for-family-business-or-other-company monthly 0.5 2018-12-06 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I take a lower salary working for my family or pursue a higher paying job for a good company? Co-Published on Investopedia https://purposefulsp.com/blog/deplete-cash-reserves-401k-or-heloc-for-home-improvements monthly 0.5 2018-11-29 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should my wife and I deplete our cash reserves, withdraw from my 401(k), or use a HELOC to finance home improvements? Co-Published on Investopedia https://purposefulsp.com/blog/58-year-old-woman-best-way-to-save-for-retirement monthly 0.5 2019-01-10 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - As a 58-year-old woman who needs to save for retirement, what is the best way to save? Co-Published on Investopedia https://purposefulsp.com/blog/safest-way-to-earn-a-higher-interest-rate-on-our-money monthly 0.5 2019-04-30 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What is the safest way to earn a higher interest rate on our money than by using our traditional savings account or a money market account? Co-Published on Investopedia https://purposefulsp.com/blog/should-i-change-my-asset-allocation-strategy monthly 0.5 2019-03-08 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I change my asset allocation strategy? Co-Published on Investopedia https://purposefulsp.com/blog/how-can-we-minimize-capital-gains-taxes-when-selling-rental-property-5raza monthly 0.5 2018-11-01 https://purposefulsp.com/blog/how-can-we-minimize-capital-gains-taxes-when-selling-rental-property monthly 0.5 2018-10-25 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How can we minimize capital gains taxes when selling rental property? Co-Published on Investopedia https://purposefulsp.com/blog/how-not-to-let-the-recent-market-drops-ruin-your-financial-plan monthly 0.5 2020-03-12 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1539700553805-Z5M5W54VBC5BT7DUKH8A/OCT+2018+Crash+I.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How To Keep The Recent Market Drops From Ruining Your Financial Plan https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1539700590427-SV30G0FCLIA0G9GC498Q/OCT+2018+Crash+II.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How To Keep The Recent Market Drops From Ruining Your Financial Plan https://purposefulsp.com/blog/for-tax-purposes-is-it-advisable-to-take-a-large-401k-distribution-and-complete-a-roth-ira-conversion-in-the-same-year-that-you-start-receiving-social-security-benefits-and-in-a-year-where-you-e-dkf6x monthly 0.5 2018-10-11 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - For tax purposes, is it advisable to take a large 401(k) distribution and complete a Roth IRA conversion in a year where you earn very little income? 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Co-Published on Investopedia https://purposefulsp.com/blog/my-wife-and-i-are-receiving-a-large-amount-of-money-through-payroll-by-cashing-out-an-options-plan-from-our-employer-how-can-we-lower-our-tax-bill monthly 0.5 2018-09-20 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - My wife and I are receiving a large amount of money from employer stock options; how can we lower our tax bill? Co-Published on Investopedia https://purposefulsp.com/blog/is-there-a-way-to-minimize-capital-gains-tax-when-selling-a-house-if-i-plan-to-use-the-profits-to-start-a-business-or-purchase-another-property monthly 0.5 2018-09-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Is there a way to minimize capital gains tax when selling a house if I plan to use the profits to start a business or purchase another property? Co-Published on Investopedia https://purposefulsp.com/blog/does-my-wife-get-a-percentage-of-my-social-security-benefit-after-she-retires-and-claims-her-own-benefits monthly 0.5 2020-01-09 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1578577656373-LA67VOI0G6TJZXX7VQAV/2+Advisor+Insights+Ranking+Color.png Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Does my wife get a percentage of my Social Security benefit after she retires and claims her own benefits? Joshua Escalante Troesh, CFP | MBA https://purposefulsp.com/blog/what-should-i-do-with-the-extra-income-i-will-be-earning-from-a-promotion monthly 0.5 2019-03-07 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - What should I do with the extra income I will be earning from a promotion? Co-Published on Investopedia https://purposefulsp.com/blog/which-retirement-plan-should-i-choose-403b-457b-or-401a monthly 0.5 2018-08-23 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Which retirement plan should I choose- 403(b), 457(b), or 401(a)? Co-Published on Investopedia https://purposefulsp.com/blog/should-i-purchase-term-life-insurance-or-whole-life-insurance monthly 0.5 2018-08-20 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - Should I purchase term life insurance or whole life Insurance? Co-Published on Investopedia https://purposefulsp.com/blog/how-do-i-manage-the-money-from-cashed-out-stocks-that-i-inherited monthly 0.5 2019-02-09 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - How do I manage the money from cashed out stocks that I inherited? Co-Published on Investopedia https://purposefulsp.com/blog/should-i-focus-on-investing-into-my-roth-ira-or-save-for-my-student-loan-debt monthly 0.5 2018-08-13 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1532756207348-HX84DCOZZ67JE9VNE69F/LOGO-Investopedia.jpg Advisor Answers: Answers to real peoples’ from a Tenured Professor and fiduciary financial advisor. - As a senior in college, should I focus on investing into my Roth IRA, or save for my student loan debt? 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You're graduating college, beginning your career, or starting your first business. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517808815526-E7CM93TYE9LJL4BDJ03A/Financial-Fondation-Planning.jpg Inland Empire Fiduciary & Fee-Only Financial Planner and Financial Adviser - You're looking to take control of your finances, eliminate debt, and build a solid financial foundation. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517942136830-G9CDI38UQ2RLESB4CN3U/investment-advising.jpg Inland Empire Fiduciary & Fee-Only Financial Planner and Financial Adviser - You're focused on growing your retirement accounts, small business, real estate holdings, or other investments. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517808986065-6BJU87HHFH7WCY06TNS4/investment-management.jpg Inland Empire Fiduciary & Fee-Only Financial Planner and Financial Adviser - You've built your wealth and are concerned with managing and protecting it for your retirement and living your legacy https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517809026608-OGEY3ML8OAK2ACBV8RR4/retirement-planning.jpg Inland Empire Fiduciary & Fee-Only Financial Planner and Financial Adviser - You're approaching your retirement years and want to prepare for the second half of your financial journey. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517809066203-43248NVO8VHGC39EK4BA/estate-planning.jpg Inland Empire Fiduciary & Fee-Only Financial Planner and Financial Adviser - You've begun the second half of your journey and are focused on living your great life and your legacy. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1545541842040-85I0UG764AJPMYZSP7KZ/Financial+Planning.jpg Inland Empire Fiduciary & Fee-Only Financial Planner and Financial Adviser - My Philosophy https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1545541299953-FKMJ7NAA38B2EEN4D88B/milestone.jpg Inland Empire Fiduciary & Fee-Only Financial Planner and Financial Adviser - Milestones https://purposefulsp.com/riverside-fiduciary-feeonly-financial-planner-and-financial-adviser daily 0.75 2019-07-16 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1545540857967-TZRFO5JOFBCS0QCDM3A0/home1.jpg Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1563137166722-Z1H4LGK3B5EG934YDNZU/Advisor+Insights+Ranking+Color.png Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1563137187176-GU65HXTFIVW0PXYAF3R5/tda-logo-35h.png Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser Assets held at TD Ameritrade https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517808727684-6U6F1ZZGCVV926H2VRF8/career-coaching.jpg Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser - You're graduating college, beginning your career, or starting your first business. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517808815526-E7CM93TYE9LJL4BDJ03A/Financial-Fondation-Planning.jpg Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser - You're looking to take control of your finances, eliminate debt, and build a solid financial foundation. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517942136830-G9CDI38UQ2RLESB4CN3U/investment-advising.jpg Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser - You're focused on growing your retirement accounts, small business, real estate holdings, or other investments. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517808986065-6BJU87HHFH7WCY06TNS4/investment-management.jpg Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser - You've built your wealth and are concerned with managing and protecting it for your retirement and living your legacy https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517809026608-OGEY3ML8OAK2ACBV8RR4/retirement-planning.jpg Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser - You're approaching your retirement years and want to prepare for the second half of your financial journey. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1517809066203-43248NVO8VHGC39EK4BA/estate-planning.jpg Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser - You've begun the second half of your journey and are focused on living your great life and your legacy. https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1545541842040-85I0UG764AJPMYZSP7KZ/Financial+Planning.jpg Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser - My Philosophy https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1545541299953-FKMJ7NAA38B2EEN4D88B/milestone.jpg Riverside Fiduciary & Fee-Only Financial Planner and Financial Adviser - Milestones https://purposefulsp.com/schedule daily 0.75 2026-07-21 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1518126066810-SJ4125WBI9FBBV99IGV1/aaron-burden-523450.jpg Meet With a Certified Financial Planner https://purposefulsp.com/client-portal daily 0.75 2026-01-29 https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/1582032967314-V293VTMGRVVQ0ONLFZGR/Right+Capital+v2.png Client Portal https://images.squarespace-cdn.com/content/v1/5a768d50e45a7c0810c6a566/795e9988-1723-4e0a-93cc-38622fc5f4c8/image_2026-01-29_143646325.png Client Portal - 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