Insight
Working with a financial advisor is a very personal relationship. And choosing who to work with is as important as choosing a doctor or lawyer. Before hiring us, or any Certified Financial Planner™ professional, we hope you’ll take some time to find out how we think.
“It’s the economy, stupid” is a phrase widely used during Bill Clinton’s 1992 presidential campaign. Generally...
Continue reading »Working for yourself has its perks. In theory there’s more autonomy when you’re calling the...
Continue reading »My father was fifty-one when he died of cancer. And with the exception of a...
Continue reading »Too often I believe, people hesitate to hire a Certified Financial Planner™ professional because they don’t...
Continue reading »Psychologist Daniel Kahneman is considered by many in my profession be the father of behavioral economics....
Continue reading »It’s a common trope among certain types of financial planners: “Save more, spend less… and don’t...
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Pre’tire’ment
/prƏti(Ə))rmƏnt/
noun
1. The time of transition from “working too much” to “making work optional.”