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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
5 Tips to Increase Your Social Security Benefits

5 Tips to Increase Your Social Security Benefits

by jacobburkhart | Mar 28, 2022 | Unordered Content: Blog Posts

If you’re trying to build your retirement paycheck, then learning how to maximize your social security benefits is a great start. Unfortunately, many people don’t even understand how social security really works. Some claim too early, others miss out on major benefits...
Recognizing A Smishing Scam Just May Protect You from Financial Loss

Recognizing A Smishing Scam Just May Protect You from Financial Loss

by jacobburkhart | Mar 18, 2022 | Unordered Content: Newsletters

You may have heard of phishing before. This is a criminal practice of sending fake emails to trick users into divulging their sensitive personal information (passwords, bank details, etc.). Now, note that this practice is also done by SMS, and it’s called “smishing”....
Maybe not much more than Rumi: The Taste of Konya

Maybe not much more than Rumi: The Taste of Konya

by jacobburkhart | Mar 10, 2022 | Unordered Content: Newsletters

“Darkness may hide the trees and the flowers from the eyes, but it cannot hide love from the soul,” says Rumi. I, as inspiring him, argue that sometimes even if the darkness is not hiding, it is not easy to see something. Think about a city that is full of both sky...
Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

by jacobburkhart | Mar 7, 2022 | Unordered Content: Blog Posts

If retirement is on the horizon, you might be wondering if you will be able to maintain your lifestyle after retirement. For most people, a retirement portfolio is based on their investment objectives, risk tolerance, and timelines. The above three factors play a...
Occidental Petroleum A CO2 Direct Air Capture

Occidental Petroleum A CO2 Direct Air Capture

by jacobburkhart | Mar 3, 2022 | Unordered Content: Newsletters

At the beginning of this year, Occidental Petroleum shared its plans to extract half a million tons of carbon dioxide out of the atmosphere per year using the “direct air capture” technology. Occidental Petroleum will then pump the extracted CO2 into oil...
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