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Caitlin John
  • Home
  • About Us
  • Uniquely Caitlin John
    • Maximization Your Net Retirement Income
    • The Benefits of Smarter Investing
    • 1031 Exchanges, DSTs & QOZs
    • A Smarter Way 401(k)
    • The Fiduciary Difference
    • Pre-Planning Needs Analysis
  • Additional Services
    • Business Strategies
    • Hybrid vs. Traditional Annuities
    • Hybrid vs. Traditional Life Insurance
    • Individual & Family Strategies
    • Portfolio Blueprinting
    • My Risk IQ
  • Resources
    • Insights
    • Videos
  • Contact Us
  • Advisor Login
  • Home
  • About Us
  • Uniquely Caitlin John
    • Maximization Your Net Retirement Income
    • The Benefits of Smarter Investing
    • 1031 Exchanges, DSTs & QOZs
    • A Smarter Way 401(k)
    • The Fiduciary Difference
    • Pre-Planning Needs Analysis
  • Additional Services
    • Business Strategies
    • Hybrid vs. Traditional Annuities
    • Hybrid vs. Traditional Life Insurance
    • Individual & Family Strategies
    • Portfolio Blueprinting
    • My Risk IQ
  • Resources
    • Insights
    • Videos
  • Contact Us
  • Advisor Login
A History Check on the PGA Championship

A History Check on the PGA Championship

by jacobburkhart | Apr 17, 2023 | Unordered Content: Newsletters

The PGA Championship is one of the four major championships in professional golf, along with the Masters, the U.S. Open, and the Open Championship. It is organized by the Professional Golfers’ Association of America (PGA of America) and is typically held in...
A Brief History of August National Golf Club

A Brief History of August National Golf Club

by jacobburkhart | Apr 13, 2023 | Unordered Content: Newsletters

Augusta National Golf Club is one of the most iconic and prestigious golf courses in the world. It has hosted the annual Masters Tournament, one of the four major championships in professional golf, since 1934. The course is known for its pristine landscaping,...
Simplifying A Social Security Break Even Point

Simplifying A Social Security Break Even Point

by jacobburkhart | Apr 6, 2023 | Unordered Content: Blog Posts

A break-even point in the context of Social Security retirement benefits refers to the age at which the total lifetime benefits received from claiming early versus waiting until full retirement age become roughly equal. For example, if an individual is eligible for a...
Annuity Allocation and Consideration of “Needs vs Wants”

Annuity Allocation and Consideration of “Needs vs Wants”

by jacobburkhart | Mar 30, 2023 | Unordered Content: Blog Posts

As you approach or enter retirement, one of the most critical decisions you’ll face is how to allocate your assets. You want to ensure that you have enough money to support yourself during your retirement years while still earning a reasonable rate of return....
Six Healthy Workplace Habits You Should Adopt Today

Six Healthy Workplace Habits You Should Adopt Today

by jacobburkhart | Mar 23, 2023 | Unordered Content: Newsletters

If you are employed in the cooperate sector and spend most of your time sitting all day, staying healthy and fit might seem like an unachievable task.  After a long and tiring day of work, you might find little to no time or energy to go to the gym to exercise or go...
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