Ask the CFP: How much money do I need to retire?

by Kelly Fortado | Dec 22, 2021 | Gast Freeman Team, Retirement

  Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “” This brief question could easily turn into a long answer, but let’s first discuss how we view retirement goals. People generally have three types of goals in retirement...

Ask the CFP: What is a SPAC?

by Kelly Fortado | Nov 23, 2021 | Gast Freeman Team, Investment Planning

Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a SPAC?” SPACs have existed since the 1990s, but they’ve become quite popular in recent years. SPAC stands for Special Purpose Acquisition Company. The purpose of a SPAC...

Ask the CFP: How much umbrella insurance do I need?

by Kelly Fortado | Oct 25, 2021 | Gast Freeman Team, Risk Management

Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how much umbrella insurance do I need?” As recap, umbrella liability policies are insurance policies that go above and beyond the insurance you may already have in place for...

Ask the CFP: Should I buy cryptocurrency?

by Kelly Fortado | Sep 29, 2021 | Gast Freeman Team, Investment Planning

https://www.youtube.com/watch?v=FAnDFeC9hUY Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I buy cryptocurrency?” It’s safe to say that most people know what Bitcoin is today, even if they don’t fully understand how...

Ask the CFP: Should I be worried about inflation?

by Kelly Fortado | Aug 19, 2021 | Financial Planning, Gast Freeman Team

  Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I be worried about inflation?” Before we cover this topic, let’s remember that inflation, which is the gradual increase in prices for goods and services, is...