StraightLine

We are honored to be featured in?WealthManagement.com's?WealthStack, highlighting our innovative approach to customizing our tech stack to serve our clients better. At StraightLine, we believe that every client deserves a personalized, tech-driven solution that caters to their unique financial journey. Check out the full article. Link in the comments below.? Rob Rickey, CFP? Mike Bisaro AIF?

We are excited to share this insightful Fiduciary Voices FinLit Series interview with Mike Bisaro AIF?, in which he discusses practical financial tips for planning and achieving your dream vacation. Watch the video and read the full blog. Link in the comments below. ?? Special Thanks to: Impact Communications, Inc. - Marketing & PR Rebekah Law, BA, CCC Marie Swift #vacationplanning #finlit #financialplanning

?? To Spend or Not to Spend: A Balanced Approach to a Secure and Fulfilled Retirement ?? Retirement is a time for relaxation, travel, and pursuing passions, but it also requires careful financial planning to ensure those dreams can become a reality. One of the biggest challenges retirees face is balancing their spending.to help ensure a secure and fulfilled retirement. ?? The Spending Dilemma According to a 2023 study by Transamerica Center for Retirement Studies, only 19% of retirees have a retirement strategy in the form of a written plan. This lack of formal planning can lead to either overspending, due to underestimating future financial needs or underspending driven by the fear of outliving their resources. At StraightLine, we guide clients to strike a balance between enjoying their retirement and maintaining financial stability. How to know if you are at risk of overspending or underspending? In this blog we share how clients can calculate a simple ratio of their retirement assets to their annual withdrawal amount to determine where they stand in terms of their spending and drawdown of their retirement assets. We also offer tips anyone can apply to help safeguard their retirement savings when it comes to spending. Read it here: https://lnkd.in/g49uW-w9

This #FinLitFriday kicks off the Fiduciary Voices summer series; host Rebekah Law, BA, CCC, Owner of E-motive Entertainment, speaks with Mike Bisaro AIF?, President and CEO of StraightLine, to discuss vacation planning and financial tips. Watch this edition of the Fiduciary Voices summer #FinLit series here:

April is Financial Literacy Month! StraightLine's Rob Rickey, CFP? shares some great tips and insights on ways to keep your finances in shape in this interview with Marie Swift of Impact Communications, Inc. - Marketing & PR. Link to their full conversation in the comments below.

Marie Swift Interviews Mike Bisaro, President and CEO of StraightLine - https://lnkd.in/g9HhbrZk Follow #citybiz on LinkedIn - https://lnkd.in/eBgXKiz8 Mike Bisaro AIF?, StraightLine, Impact Communications, Inc. - Marketing & PR, Marie Swift, Elizabeth Bisaro, Rob Rickey, CFP?, Jason Fisher AIF?, Bethany Mosshart, Sonny Mehra, Doris Karras, Amy Pisano, Kyle Zammit, Steven Turi, ANDREW MELNICK C.F.A., Chris Turi, Grace Vogelzang, Colin Swift, Jonny Swift, Dori Thomas, Leslie Swid, Leven Thomas, Corrine Smith, Teresa Law, Quinn Law, Bill Swift, Tyler Mandl, Micah Schuele, Karen Embry, Leesy Palmer, Mike A.????? #InvestmentManagement #Interviews #CEO #InvestmentAdvisor #financialplanning #retirementplanning #portfoliomanagement #advisor?#investment?#wealthmanagement #financialconsultant

Are you investing or speculating? Our latest blog post, "Recognizing the Difference Between Investing and Speculating," provides key considerations and distinctions. This blog is essential reading to remind individuals of the importance of making informed investment decisions based on their financial goals, risk tolerance, and time horizon as part of a long-term wealth accumulation strategy. ?? After reading the blog post, we invite you to join the conversation: How does the distinction between investing and speculating shape your approach to building a solid financial future? Please share your thoughts and questions below. Read the blog post now: https://lnkd.in/gWeTZMKf

In a time dominated by technological advancements, safeguarding your financial?well-being has become more crucial than ever. StraightLine's Chief?Growth Officer?Rob Rickey, CFP? recently encountered a situation that compelled him to reflect on the pervasive nature of data breaches and the potential threats to everyone's personal information. In this blog, "How to Safeguard Your Finances with Credit Freezes," Rob shares the firsthand experience of receiving three letters from different providers in a single year, each disclosing a data breach involving sensitive information. There is an alarming trend - in 2022 alone - over 1,800 data compromises affected a staggering 422 million individuals in the US. Read about Rob's experience and how best to protect yourself if you have been the victim of a data breach, link to the blog in the comments below.