THE BCM BLOGS

Do You Have the Right Life Insurance?

by Montgomery Gossen on July 9, 2019 The Goals-Based Planner

Too often, permanent life insurance (also called whole life or universal life) is proposed as the best solution without giving any thought to first evaluating what your life insurance needs are

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Should I Delay Claiming My Social Security Benefits?

by Montgomery Gossen on June 19, 2019 The Goals-Based Planner

Should I claim my Social Security benefits now or should I wait until age 70?

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Are You a Goals-Based Investor?

by Montgomery Gossen on April 9, 2019 The Goals-Based Planner

By identifying a tangible goal that means something to us, this will only increase the probability of successfully funding that goal because we put more “emotional stock” into something we can relate to versus some arbitrary number.

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Measure Twice & Cut Once

by Montgomery Gossen on January 22, 2019 The Goals-Based Planner

Precision and care are needed to make wise decisions and preventing irreversible, costly mistakes. There is nothing worse than feeling like you came up a little short, so would you take the same approach when planning your retirement?

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Assessment: Are You Prepared for Retirement?

by Montgomery Gossen on November 20, 2018 The Goals-Based Planner

Will I Be OK? How do you answer that? How do you know if everything is in order for your retirement? Well…it can be complicated; and the answer is never a one-size-fits-all solution…

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The Goals-Based Planner: Orientation

by Montgomery Gossen on November 7, 2018 The Goals-Based Planner

Goals-Based Planning is the practice of establishing your financial objectives by examining what is important to you. Once you are able to define what is important to you, you will be able to cater your financial decisions accordingly…

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