March 14, 2019

Many folks who have just begun working with us are surprised by how our planning process starts. We don’t begin by talking about IRAs, 401(k)s, or how much you’re saving. Instead, we begin by talking about you, not your money.

Putting your life before your financial pla...

March 7, 2019

Young children are prime targets for identity theft.  Why?  They have valid Social Security numbers and clean credit records.   Credit agencies don’t report age so no one knows how old they are.  And, since neither they nor their parents often check the child’s credit,...

February 14, 2019

A popular online movement wants to make 40 the new 65.

FIRE stands for Financial Independence Retire Early. The idea is that by working as hard as you can and saving as much as you can as soon as you enter the workforce, you can become financially independent and retire...

February 6, 2019

Recent research by Vanguard shows that between 30% and 50% of clients do not get a financial plan from their investment advisor and that the smaller the client’s portfolio, the less likely they are to get one.  In other words, the focus is on portfolio management versu...

January 31, 2019

Don’t pass up your chance to get in on one of the best investment vehicles available anywhere: the Health Savings Account (HSA).  What is an HSA and who can get one?  An HSA is an account where pre-tax earnings can be deposited, up to $3500 per year for individuals and...

December 11, 2018

A hamster in a wheel.

Have you ever watched a hamster running in a wheel? All that running, all that effort, day after day after day … But the poor little critter never really gets anywhere, does he?

Many of us feel the same way about our money.

More specifically, we feel...

November 20, 2018

Parents know that children hear, see, and pick up on everything that is going on with the adults in their lives. And when you were a child, you were no different.

Many of the attitudes we have about money were formed at a very early age as we absorbed how our own parent...

October 30, 2018

Successful financial planning involves more than the balance in your portfolio. A strong financial plan represents what is important to you as an individual—in other words, your Fiscal Philosophy.  An engineer might say that your financial plan must meet your personal...

October 19, 2018

Today, people are starting to ask a new question about their financial plan: “Am I getting the best life possible with the money I have?”

Click to take the assessment.

Instead of focusing exclusively on their traditional return on investment (ROI), these folks are starti...

September 28, 2018

For many people, the focus of financial planning is Return on Investment (ROI). Returns are important, but once you’ve invested intelligently in a diversified portfolio, there’s not much more to do; returns are what they are. More important, and more within your sphere...

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What’s my retirement number?

It’s a catchy title but over-simplified.  Is it the answer to the question “How big does my portfolio have to be so I can...

What's my Retirement Number?

January 17, 2018

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