About Richard Freeman

Richard Freeman is a Senior Director, Wealth Advisor at Round Table Wealth Management. Read Richard's Biography >

Planning for Retirement—Preparing Your Portfolio

If you are like most people you think about retirement. The closer that day comes the more you may focus on a target date. The determination of that date typically involves both your age and the size of your [...]

By |2019-07-15T20:23:28+00:00December 19th, 2017|Blog|Comments Off on Planning for Retirement—Preparing Your Portfolio

Planning for Retirement—Preparing a Cash Flow Forecast

A retirement cash flow forecast is a tool used by advisors that can help you assess your plans for retirement and to determine whether adjustments are needed to help you achieve your goals. The idea behind the analysis is [...]

By |2019-07-15T21:42:50+00:00February 1st, 2017|Blog|Comments Off on Planning for Retirement—Preparing a Cash Flow Forecast

Trust in Trusts

Overview Understanding how a trust works can help you become more comfortable using them to achieve your estate planning goals. Think of a trust as a bucket holding water (money) with a spigot that is either closed or open. [...]

By |2019-07-15T20:07:23+00:00October 10th, 2016|Blog|Comments Off on Trust in Trusts