Written by: Soren T. Christensen, CFP®, CIMA®, ChFC®, MBA, Founder & Chief Planning Officer, Advanced Wealth Advisors

When it comes to financial planning, the specifics of everyone’s goals differ. When you will retire, how you want to live in retirement, and the personal financial challenges you will face in life vary by person. But, there is one goal everyone shares, and it trumps all the others: peace of mind. Wherever you are in life, you want to feel confident about your financial present and future. Following the steps below will set you up for financial peace of mind.

Written by:Soren T. Christensen, CFP®, CIMA®, ChFC®, MBA, Founder & Chief Planning Officer, Advanced Wealth Advisors

Are you dreaming about or are you already in retirement? Before you settle too far into your days on a boat with a drink in your hand, you need to be aware of five risks that could jeopardize your retirement success.

Written by: Soren T. Christensen, CFP®, CIMA®, ChFC®, MBA, Founder & Chief Planning Officer, Advanced Wealth Advisors

Divulging the intimate details of your financial life to another person is tough. Maybe your financial story has rough spots you would rather not discuss. For some, talking about how much we make, own and owe just makes us uneasy. How we manage money says a lot about us. It is all so personal. Yet, sharing this information is essential to financial planning. The even scarier part comes after you share all this information: trusting another person to manage your money. But, if you want a solid financial future, you must take this step.

How can you find the right person — someone who not only has the credentials, but also understands your perspective, and puts you at ease? This article provides tips for your quest to find the financial planner and wealth manager who is best for you.

Written by: Soren T. Christensen, CFP®, CIMA®, ChFC®, MBA, Founder & Chief Planning Officer, Advanced Wealth Advisors

As the proud husband of a very successful businesswoman and proud father of two daughters, I’ve taken a keen interest in the unique financial challenges these ladies, the most important people in my world, may face in their lives. I’ve also had the pleasure of working with many female clients who have helped illuminate unique issues women face in financial planning and wealth management. In this article, I’ll shed some light on a few challenges women should keep in mind when it comes to their retirement planning.

Written by: Soren T. Christensen, CFP®, CIMA®, ChFC®, MBA, Founder & Chief Planning Officer, Advanced Wealth Advisors

Few people want to think about losing a spouse; however, it’s a reality we must confront. The few who do plan for this eventuality may underestimate not only the emotional and physical toll it will take, but also the financial. It’s a known fact that women, on average, live longer than men. Women 65 and older also are three times more likely than men to be widowed (US Census Bureau). In this article, I’ll highlight some steps you can take before and after widowhood becomes a reality to decrease stress and increase your likelihood of financial success.

Written by: Soren T. Christensen, CFP®, CIMA®, ChFC®, MBA, Founder & Chief Planning Officer, Advanced Wealth Advisors

For anyone considering divorce, my first piece of advice is this: Batten down the hatches. Divorce is challenging not just emotionally, but also financially. I recently guided my mother through a very tough divorce, so this topic hits close to home. Although the American Psychological Association predicts 40-50 percent of current marriages will end in divorce, many fail to prepare for this potential outcome. In this article, I’ll focus on financial planning and wealth management considerations women should make prior to filing for divorce.