You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
Back up 20 years ago: My husband and I brought home our first-born, Sam. The days were calm and quiet, our time was spent holding, sleeping, and watching. Friends and acquaintances warned us, “It’ll go by in a blink” and, “Before you know he’ll be leaving the...
Recently, we’ve been hearing a lot of headlines about how the market keeps reaching all-time highs. In fact, as of September 2nd, the S&P 500 had reached a closing high 54 times in 2021. A rising stock market paired with historically high valuations in some...
If you didn’t catch this month’s office hours, you missed our discussion about common charitable giving strategies that our clients use to minimize taxes. No fear! You can catch the recording by clicking here. Or, read on to learn about the various charitable...
Sometimes it feels like there are way too many options to consider when saving for retirement. Sometimes you can choose between a 401(k), IRA, deferred compensation account, a nonretirement account, or others. We get lots of questions about these different options....
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
While driving to work this morning, I heard an advertisement on the radio featuring Dave Ramsey, the well-known radio host and author who helps his listeners and readers get their financial life in order. He was advertising for a mortgage brokerage company, telling...
During the week of June 8th, the S&P 500 index rose to the point where year-to-date total returns were 0.00%. The index that tracks large publicly-traded US companies wasn’t quite up to where it was when it started to fall in February, but it did recover enough...
