• Home
  • About
  • Contact
  • Blog
The 3 Stages of Financial Independence

The 3 Stages of Financial Independence

by Brandon Clark | Feb 27, 2023 | Early Retirement, Financial Coaching, Financial Planning, Small business

Financial Independence Retire Early (FIRE) is a lifestyle movement that continually levels up your financial know-how and mindset–allowing you more of what you truly value and less excess in your life. No matter where you are on your FIRE journey (skeptical about it,...
What’s the meaning of “Reexamine Wealth”?

What’s the meaning of “Reexamine Wealth”?

by Brandon Clark | Mar 31, 2022 | Financial Coaching, Financial Planning

Reexamine Wealth purposefully has a double meaning, each a nod to the types of work required to gain Financial Independence. The first is the study of money, the second is the study of a good life. Each is important, but it’s easy to get the priority wrong. Money...
Roth Conversion Ladders for Early Retirement

Roth Conversion Ladders for Early Retirement

by Brandon Clark | Mar 11, 2022 | Financial Coaching, Financial Planning

Photo by Jeremy Bishop on Unsplash Have you ever wondered how to access your retirement accounts before traditional retirement (age 59 1/2) without paying the IRS a penalty? Roth conversions can be a great way to build a tax and penalty free balance...
Why Financial Planning and Coaching?

Why Financial Planning and Coaching?

by Brandon Clark | Oct 25, 2021 | Financial Coaching, Financial Planning

I believe that the intersection between your financial story (your financial past) and your financial present is the key to unlocking your financial future (your financial plan). We all have a financial story. We may not know that story or understand how it affects...

Recent Posts

  • The Quiet Work of Retraining the Overachiever
  • Allowing Impracticality – Thoughts from an “unnecessary” trip to France
  • Webinar: Shortcut Your Path to Financial Independence: Discover The Rules to Break to Find Financial Freedom and Fulfillment
  • It’s Time to Tell Your Money Story
  • The 3 Stages of Financial Independence

Recent Comments

    Stay Connected

    • Follow
    • Follow
    • Follow

    Contact Info

    

    Washington, DC, USA

    

    (202) 596-5384

    

    [email protected]

    Link

    • Home
    • About
    • Contact
    • Blog
    

    Toler Financial Group

    

    [email protected]

    

    1100 Wayne Ave. Ste 670 Silver Spring MD 20910

    

    (301)-825-8705

    Disclosures

    Check out the background of these financial professionals on FINRA’s BrokerCheck

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Toler Financial Group and Cambridge are not affiliated. Registered in MD & DC. PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

    Cambridge’s Form CRS (Customer Relationship Summary)