This past week marked fifteen years since I started Colburn Wealth Management, and it’s made me reflect on how this work began.
We help corporate professionals make clear, confident financial decisions by simplifying complex benefit programs, stock compensation, and long‑term retirement planning. Our approach is practical, transparent, and built around the real‑world responsibilities that shape your career and your future.
Who We Serve
With firsthand experience inside large corporations, we understand the financial decisions that come with stock compensation, complex benefit programs, and long‑term retirement planning. As a fee‑only fiduciary, our focus is simple: provide clear, objective guidance that helps you make confident decisions about your future.
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Blog for Corporate Leaders
Whether you are early in your career or approaching retirement, hitting a few key milestones along the way can make the entire journey feel more stable, intentional, and achievable.
In today’s economy, finding smart ways to maximize earnings and minimize tax burdens is more important than ever.
It’s been a noisy week in the headlines with the conflict in Iran, and while markets have reacted in spots—especially oil—they’ve remained relatively steady overall.
The Cardinal Clarity Blog
While there’s no real way to know you’re on track without knowing your goals, investments, contribution rates, etc. I can provide some general rules of thumb we see for Cardinal employees who are trending to meet their retirement and other financial goals.
This week marks fifteen years since I started Colburn Wealth Management, and it’s made me reflect on how this work began.
There’s a simple reason the 401(k) doesn’t work on its own for people who want to retire in their 50s: It was never designed for early retirement cash flow.
Earlier this week, I met with two couples — both planning to retire in the next two years — and both were terrified about the same thing. And they’re far from alone.