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.

GENERAL NEWS

Target Spending, Not Income, In Assessing Your Retirement Needs

“It’s the economy, stupid” is a phrase widely used during Bill Clinton’s 1992 presidential campaign. Generally...

Continue reading »
GENERAL NEWS

Self Employed? Pay Too Much Tax?

Working for yourself has its perks. In theory there’s more autonomy when you’re calling the...

Continue reading »
GENERAL NEWS

What My Dad’s Death Taught Me About Personal Finance

My father was fifty-one when he died of cancer. And with the exception of a...

Continue reading »
Financial Planning

When Nothing is Certain, Far More is Possible

Too often I believe, people hesitate to hire a Certified Financial Planner™ professional because they don’t...

Continue reading »
TIPS & RESOURCES

The Problem with Problems

Psychologist Daniel Kahneman is considered by many in my profession be the father of behavioral economics....

Continue reading »
Financial Planning

Accounting for Spending

It’s a common trope among certain types of financial planners: “Save more, spend less… and don’t...

Continue reading »

Pre’tire’ment

/prƏti(Ə))rmƏnt/

noun

1. The time of transition from “working too much” to “making work optional.”