Financial planning—what does it mean? When many hear the term, their minds immediately go to 401Ks and mutual funds. While that’s definitely part of the picture, it’s much bigger than that. According to Investopedia.com, “a financial plan is a comprehensive statement of an individual's long-term objectives for security and well-being and a detailed savings [...]
Ok, so you’re beginning to think that maybe you need or want a financial advisor. You hop on to the Internet, all full of excitement and hope, only to find out there are words and letters all over the place that make zero sense. While an in-person chat could help us explain a little more, [...]
Let’s see a show of hands – who here has big financial goals? If we were betting people, we’d venture to bet that most of you have your hands raised. That’s good. And we’d also be willing to bet that some of you are struggling with where to even begin. We’re glad you’re here. [...]
Tired of the rat race? We hear you. It’s one of the most common pain points voiced in meetings with clients at White Sand Wealth, and we’ve spent years working with others to help them get out of the race and into early retirement. If you’re wanting to retire early, you’re in the right place. [...]
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