A Destination Determines the Path You Take to Get There
Your aspirations and goals in life are your Destination.
LifePath uses a process driven approach in guiding motivated clients to well informed decisions
Mike Goyarts, AIF®, supports the long term success of his client’s financial lives
So they can spend time with the people and activities that matter most
As an unbiased, financial services professional, Mike Goyarts, AIF® acts in accordance with the fiduciary standard-always in the best interest of his clients.
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Mike Goyarts, AIF® has an educational approach that takes the mystery out of building and preserving wealth.
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Helpful Content
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Saving for College 101
Here’s a crash course on saving for college.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?