December 14, 2020
Retiring Soon? Know about the 5-year test?
Are you thinking about retiring soon? Do you have a good handle on what you spend on a monthly and annual basis today? If you think you do, think again. The detail here is important. There are alot of retirees […]
February 2, 2018
20s, 30s & Beyond…Money Matters by Age
Recently we met with the child of one of our “fifty something” clients. She is in her late 20’s. She was aware enough in 2008 to hear about the devastation that friends of her parents suffered during that time in […]
December 12, 2017
Obstacles to Retirement: Courage is half the battle
Retirement is an idea that can offer solace AND anxiety. It is something that we have to grasp financially as well as emotionally. And no matter what, it involves a considerable amount of the unknown. We’ve seen countless folks let […]
June 12, 2017
40’s…if you haven’t yet, it’s time to get serious
Many wonder in their 40’s, “Am I doing the right things?” Home, kids, student loans… What about the costs of college and lingering credit card debt? For some, you’re well underway with your budget and planning. For others, there’s a […]
Ever wonder if you should have more contact with your financial advisor? We’ve been meeting with people for years who are moving from financial advisors for reasons that almost always include a lack of contact. Beyond receiving your account statements […]
May 15, 2017
What’s Your Risk Budget?
You’ve heard about diversification, you know it makes sense, yet, when it comes to knowing how best to diversify investments, you’re just not sure you know how to do it. We think that one of the reasons it’s hard for […]
April 17, 2017
Socrates was right: You don’t know what you don’t know
Recently, I was having a cup of coffee with a friend and business owner. We were talking about business, and she said, “Do you think people really understand what you do or why they need a financial advisor?” Her question […]
January 23, 2017
Ten Investment Mistakes to Avoid
There are many investment mistakes that people make on their own behalf during their lifetime. We recently came across a list from the Financial Planning Association that listed the most common mistakes. As we reviewed the list, we agree, here […]
