ALTUS Wealth Health
  • Plan
    • Financial Planning
  • Invest
    • Investing
    • Investment Risk
  • Protect
    • Life Insurance
  • Blog-News
    • Blog
  • Free Tools
    • Wealth Health Quick Plan
    • Wealth Health Index
  • About
Select Page

2021-02-13 – Priorities

by ​John D. Buerger, CFP® MSFS | Feb 13, 2021 | Economy, Investing, Wealth Health

I haven’t done a blog post in months. Thank you, COVID-19. Thankfully, my Priorities were well defined before the pandemic so I could respond in a healthy way to the pandemic. Let me explain. As a solo advisor, I have to be just as careful about how I allocate my...

Client Letter – 2020-03-22 – Shelter In Place Planning

by ​John D. Buerger, CFP® MSFS | Mar 29, 2020 | Economy, Investing, Wealth Health

The following is an email letter sent out to clients on March 22, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...

Client Letter – 2020-03-15 – Stop vs. Limit

by ​John D. Buerger, CFP® MSFS | Mar 22, 2020 | Economy, Investing, Wealth Health

The following is an email letter sent out to clients on March 15, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...

Client Letter – 2020-03-08 – Coronavirus

by ​John D. Buerger, CFP® MSFS | Mar 15, 2020 | Economy, Investing, Wealth Health

The following is an email letter sent out to clients on March 8, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...

Ready For Anything

by ​John D. Buerger, CFP® MSFS | May 8, 2019 | College Planning, Financial Planning, Wealth Health

This week we have a range of articles and none of them have anything to do with investments – the topic I am most asked about. They do address some messy aspects of life and how best to be ready for them. “Ready for Anything” is the best way to deal...

Regret

by ​John D. Buerger, CFP® MSFS | Mar 27, 2019 | Biz Leadership, Financial Planning, Wealth Health

My mother turns 92 next month. I recently asked her if she had regrets. Her answer was, “I always tried to live a life that I don’t regret.” Now you know where the Wealth Health “be intentional” focus came from. 90-somethings DO have...
« Older Entries

Recent Posts

  • 2021-02-13 – Priorities
  • Client Letter – 2020-03-22 – Shelter In Place Planning
  • Client Letter – 2020-03-15 – Stop vs. Limit
  • Client Letter – 2020-03-08 – Coronavirus
  • Ready For Anything

Recent Comments

    Archives

    • February 2021
    • March 2020
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • October 2018
    • July 2016
    • June 2016
    • May 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • February 2015
    • October 2014

    Categories

    • Articles
    • Biz Leadership
    • Cash Flow
    • College Planning
    • Economy
    • Financial Planning
    • Investing
    • Uncategorized
    • Wealth Health

    About

    Process

    Pricing

    Free Stuff

    Wildcard SSL Certificates
    • Facebook
    • Twitter
    • Instagram
    • RSS
    ©2020 ALTUS, Inc. | Powered by a Passion for Wealth Health