by Pete Tomassi | Dec 12, 2019 | Financial Planning, Investments, Retirement
Retirement “There’s never enough time to do all the nothing you want.” – Bill Waterson, Calvin and HobbesThe majority of my friends and clients in retirement would agree with Bill.After spending 40-50 hours per week in the activities of an employer, other...
by Pete Tomassi | Dec 17, 2018 | Financial Planning, Life Insurance
How much life insurance do you need?First of all, do you need a life insurance policy?As a fee-only financial planner, my answer is “maybe”.Does Tomassi Financial Planning sell life insurance policies?No.Can I help you determine the specific amount and...
by Pete Tomassi | Oct 28, 2018 | Financial Planning, Retirement
How much money do I need for retirement? When talking about retirement and financial independence planning, that is by far the most often asked question I receive from clients, friends, and family members. My guess is that most financial planners in the Loveland area...
by Pete Tomassi | Oct 20, 2018 | Estate Planning, Financial Planning
Advance Medical Directives. Sounds complicated. What are they? As the name implies, they are directives – primarily of a medical nature – that are created in advance. In advance of what? In advance of your incapacity – your inability to make...
by Pete Tomassi | Oct 16, 2018 | Estate Planning, Financial Planning
Understanding Estate Planning Do I need a will? Probably. Do I need a trust? Maybe. Do I need advance medical directives? More than likely. Let’s start with the first question – do I need a will. For most of us, the answer to that question is a resounding,...
by Pete Tomassi | Sep 28, 2018 | Behavioral Finance, Financial Planning
What Is Your Money Story? My what? Your Money Story. It’s the story of your experiences with money – from as far back as you can remember. Writing down your Money Story is a key component in understanding your Personal Financial Operating System (PFOS). My what? Your...
