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Charlie Jordan, CPA, CFP®, CeFT®

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Charlie's passion for integrating retirement, estate, and charitable giving strategies provides his clients with enhanced clarity and purpose for their wealth.

Blog Post by Charlie Jordan, CPA, CFP®, CeFT®

Charlie Jordan, CPA, CFP®, CeFT® Feb 8, 2022 10:19:37 AM 4 min read

The Importance of a Social Network in Retirement and How to Build One

At a recent breakfast meeting, a newly-retired former executive shared a surprising ...
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Charlie Jordan, CPA, CFP®, CeFT® Dec 2, 2021 2:23:58 PM 5 min read

Elements of Retirement: Giving

 
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Charlie Jordan, CPA, CFP®, CeFT® Oct 21, 2021 12:26:00 PM 6 min read

Elements of Retirement: Work

“The job is not your work; what you do with your heart and soul is the work.” - Seth ...
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Charlie Jordan, CPA, CFP®, CeFT® Sep 10, 2021 12:00:00 AM 2 min read

RETIRING WELL BOOK CLUB: THE SUDDEN CAREGIVER

A ROADMAP FOR RESILIENT CAREGIVING BY KAREN WARNER SCHUELER “There are only four kinds of ...
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Charlie Jordan, CPA, CFP®, CeFT® Aug 26, 2021 3:10:00 PM 3 min read

Planning for Retirement: Using vs. Spending Wealth

“Using wealth helps me take ownership of my money decisions.” – Krysta Jordan In the ...
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Charlie Jordan, CPA, CFP®, CeFT® Aug 11, 2021 5:05:47 PM 4 min read

Elements of Retirement: Health

“The greatest wealth is health.” - Virgil A pillar of the Retiring Well framework is ...
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Charlie Jordan, CPA, CFP®, CeFT® Aug 5, 2021 1:57:47 PM 3 min read

Not Ready to Completely Stop Working? Take the Off Ramp

A very common statement I’ve heard from my clients over the years when discussing ...
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Charlie Jordan, CPA, CFP®, CeFT® Jul 29, 2021 10:00:00 AM 3 min read

Planning for Retirement: Your Ideal Week

"Don't be fooled by the calendar. There are only as many days in the year as you make use ...
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Charlie Jordan, CPA, CFP®, CeFT® Jul 15, 2021 4:40:00 PM 2 min read

Planning for Retirement: Retirement Observations

“Observation, not old age, brings wisdom.” - Publilius Syrus In many of our previous ...
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Charlie Jordan, CPA, CFP®, CeFT® Jun 25, 2021 11:23:00 AM 2 min read

Money, Contentment, and Retirement . . . Oh My!

If it weren’t abundantly clear by now that money decisions are primarily psychological ...
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