by Ralph Bender, MBA, CFP® | Financial Plan
I wish I knew how to coherently describe the process of fixing your bad habits. This may be snarky, but if you spend too much, you must quit doing that. Of course, that’s like telling a person struggling with their weight to eat less. It may be obvious; it isn’t going...
by Ralph Bender, MBA, CFP® | Case Studies
Mandi works as a pre-op nurse, getting a steady stream of patients cleaned, shaved, and, most importantly, mentally prepared for the procedures that their doctors prescribe. Husband Mike teaches math and history at their kids’ private school and enjoys his additional...
by Ralph Bender, MBA, CFP® | Featured – Blog, Taxes
Tax season is upon us, and you need forms from LPL so that you can get this annual job completed. If you’ve got retirement accounts, LPL began mailing the 1099-R (for retirement) on January 17. The forms for taxable, non-retirement accounts are more complex to...
by Ralph Bender, MBA, CFP® | Case Studies
Nancy’s husband died a few years ago, and her kids asked her to move closer. So, she sold her home in Idaho and purchased a home in Arizona. Although she loved being closer to the kids, she missed her neighbors and old community. Summers in Arizona can be brutal,...
by Ralph Bender, MBA, CFP® | Recent Posts
Financial Planning and Portfolio Recommendation At Enduring Wealth Advisors®, the first step of the financial planning process is getting to know you, your current situation, and your long-run goals. Our job is to listen, contemplate, strategize, and provide...
