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ABCs, Uncategorized

It’s Time to Find Out If Your Advisor Is a Fiduciary

Adam and I have been fortunate to meet several new families over the course of the last couple weeks. They found us in many different ways. Two came to us based on a referral from someone working with us already. Another sold a business after 30 years, and now needs to consider what’s next in… Continue reading It’s Time to Find Out If Your Advisor Is a Fiduciary

Nearing Retirement, Retirement Planning

When I’m 64 – Is Age Driving Your Retirement Plan?

Age is relative. How we feel from year to year probably depends on a litany of things other than just age, which many would say, “is just a number.” I felt that way again this year as I recently celebrated my 35th birthday. 35 didn’t feel any different than 34, or 30 for that matter.… Continue reading When I’m 64 – Is Age Driving Your Retirement Plan?