Reviews written by Murphy

One of the best webinars

High level

Fritz always leaves me with great talking points. Going on 5:15 conference call new client.

Nice overview. Reminded me to make sure college students and even young adults have power of attorney and heath directives.

Very comprehensive. Cybersecurity is scary.

Timely Information. Now that most everyone has filed their 2019 return it is time to review 2020 for Roth Conversions as well as returning RMDs. lots of great...

Craig is always clear and concise.

A great recap of last few months.

Reminded me to subscribe to Craig's material.

Good refresher.

Fritz takes a complicated topic and makes it easier to communicate to clients. Always look forward to these sessions.

Reassuring that we are giving advice to clients based on real data.

Great overview.

Perfect timing.

Very timely.

Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.

Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.

Makes it easier to illustrate the benefit of diversification over long periods.

Complicated area clearly presented.

Reminds me of the value we bring to our clients by staying current.

Perfect timing. Almost every client is asking about Roth conversions this time of year.

Multi-Asset Portfolio after inflation of 5.30% over 49 years is a reasonable place to start a financial plan today. I usually use 5% with 2% inflation or 6% with...

Info never grows old. Always pick up new info for client conversations.

Would it be possible to send Craig questions we would like him to discuss at the start of the program?

Amazing how complicated simplification can be. Definitely need year end checklist.