PODCAST: The Basics of Personal Financial Planning

Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.

Carl Lachman, MBA, CFP® 11/20/19 Carl Lachman, MBA, CFP® 11/20/19

How to Set a Retirement Travel Budget

Setting a travel budget in retirement is not as easy as it is when you are working. Here are some points to help you enjoy traveling without hurting your budget.

David K. MacLeod, CFP®, CFA 9/18/19 David K. MacLeod, CFP®, CFA 9/18/19

Are Annuities Ever a Good Investment?

Salespeople can make annuities sound like the answer to every financial planning issue ever, but the hype and the reality are very different.