Planning as a Concept: Retirement Planning

Focusing on creating a retirement nest egg and sustainable retirement income, the Retirement Planning concept, part 5 of our series, uses income producing assets as the metric, improving results by $38,000 over 15 years vs. a product-only recommendation.

RazorPlan 2019 Tax Update

Each year as part of your subscription to RazorPlan, the program is updated for any changes in the tax calculations. In February 2019 we updated RazorPlan for the following changes to the program’s tax calculations

Planning as a Concept: Tax Planning

Part 4 of our 6-part series discusses how using RazorPlan’s Tax Planning concept can drastically improve the results for your clients over product advice using a popular insurance sales concept, Insured Retirement Plan (IRP).

Planning as a Concept: Risk Management

Risk Management is the topic of part 3 in our 6-part Planning as a Concept series. By using Human Capital instead of traditional product advice, clients will be more motivated by personal desire to give their family the best lifestyle they can.

Planning as a Concept: Investment Management

Investment Management plays an important role in any comprehensive financial planning engagement. In part 2 of our series, we illustrate how and why using investment value as the metric is ideal – and far exceeds the results a robo might offer.

Planning as a Concept: Financial Management

In part one of our six-part series, we are discussing Financial Management and how using Planning as a Concept feature of RazorPlan financial planning software can double the results of using a product sale concept alone.

Planning as a Concept

Planning as a Concept™ is a feature of RazorPlan financial planning software and uses Value of Advice to validate your recommendations and instil confidence in you as a financial professional.

Personal Finance / Cashflow – Top Reads

Personal finance management can be stressful, but it doesn’t have to be. These articles answer top questions and cover a variety of common topics to help you reduce cashflow stress points.

Practice Management – Top Reads

Intentionally growing a thriving advisory firm takes more than pure luck. Skill, strategy and consistent review are necessary. For a business that excels well into the future, we recommend implementing practice management actions suggested in these articles.

Zero to One

Peter Thiel is one of the founders of PayPal. In 2012 he conducted regular lectures at the University of Stanford where a student, Blake Masters, took detailed class notes. The book Zero to One is based on those notes.