COVID-19, the CARES Act and what it means for you

We sincerely hope that this finds you healthy and safe. Information is coming at us from all sorts of directions and it is an honor to be one of the sources to help you try to process everything that is going on.  We aren’t experts at COVID-19 but want to keep giving you valuable information […]

Read More »

College and Adult Planning – the 1000 Foot View

You are thinking about having kids in a few years. Is it too late to start planning for their college education? That’s actually not an extreme exaggeration of the anxiety we hear from young families when it comes to saving for their children’s future. And it’s not just about higher education. We like to think […]

Read More »

Retirement Income – The Buckets of Money Strategy

“Buckets of money” has a nice ring to it, doesn’t it? It may sound like wishing to win the lottery, but it is a serious strategy for managing your retirement income. With this strategy, you segment your retirement investment money designed for lifetime income into buckets of time, let’s say 5-year increments. So, instead of […]

Read More »

Retirement Income: Dividends & Interest

When it comes to retirement income, most people like to imagine having so much money that they can just live on dividends and interest. The reality is that most people will never have enough money to simply live off dividends and interest in retirement. Several factors make dividends and interest income in retirement a challenge: […]

Read More »

A Simple Guide to Systematic Withdrawal Plans

Traditionally, there are four pillars to retirement planning: Interest, Dividends, Capital Gains, and Principal. In this series of retirement income articles, we want to explore the best way to balance these pillars. In this article, we’re going to take a closer look at how systematic withdrawal plans (SWPs) work and some pros and cons to […]

Read More »

What Do We Do?

We have been in business as Uncommon Wealth Partners for 3 years and still, to this day, we get asked, “What is it that you do, exactly?” This is a compliment to us as well as an opportunity to explain what we do and how we do it. Why is it a compliment? To us, […]

Read More »

Taking Ownership

All too often, it is easy to fall victim to your circumstances and not take ownership of your decisions in life. I think the reason we avoid ownership is that it feels better to have someone else take the blame instead of taking a good, hard look at yourself and owning up to how you […]

Read More »

Hug Your Customers

Customer service today is paramount and creating value in new ways is the last frontier in differentiation between most businesses.  The book, Hug Your Customers is the answer you’ve been looking for when it comes to differentiation.  It’s the whole point of this book – that as competition and digitization increase, connection with your customers […]

Read More »

7 steps to starting a nonprofit organization

When one of our principals got invited to sit on the board of the Fletcher Foundation, they were so honored and excited. They were there early on, so they got to see and be a part of starting a nonprofit organization. Don’t get us wrong, there are challenges, but if your deep passion meets the […]

Read More »

Retirement Income: Flooring and Income Guarantees

There are many ways to structure retirement income. Some come with more risk and uncertainty than others. So, what if you are very risk-averse? What are your options for retirement income? One strategy that is popular (especially with the broker collecting the fees) is flooring and income guarantees. But understand, it can be an expensive […]

Read More »

1 2 3 15