by Gretchen Behnke, MBA, CFP®, RLP®
If you are self-employed, or thinking of starting a business, saving for retirement may be on your mind. Employer-sponsored retirement plans are a benefit of working for someone else. But you don’t want to work for someone else! Fantastic! Working for yourself also...
by Gretchen Behnke, MBA, CFP®, RLP®
When Anna sat down for her first meeting with a Registered Life Planner™, she had no idea that in six months she would be living her biggest dream. Anna had just turned 44 and went seeking a financial planner for investment advice for excess savings, to make sure...
by Gretchen Behnke, MBA, CFP®, RLP®
I mostly work with people in their 40s, so why was I featured in an article about Social Security mistakes people make? Because the story I told applies to all of us. Although my specialty is advising independent professional women in their 40s and 50s, I have worked...
by Gretchen Behnke, MBA, CFP®, RLP®
You’ve heard about Financial Life Planning, but how is it different from other financial advice offerings out there? An image of concentric circles conveys the relationships at a glance: Life Planning includes Comprehensive Financial Planning, which includes...
by Gretchen Behnke, MBA, CFP®, RLP®
You are ready. Ready to get professional advice about your finances and investments. Something has shifted for you and you’re ready to take action. I know that phenomenon well. For a long time, you aren’t ready to do something … and then, suddenly … you are. There can...
