About Us, Retirement Planning, Uncategorized

Free Investment Advice Just For You (In 400 Words)

Investment advice is so commoditized these days that it’s almost like white noise. You can get it almost anywhere, and in many cases, you don’t even have to pay for it(!) Much to the dismay of traditional brokerage houses and traditional financial advisors. We offer advice too but happen to have strong opinions on what… Continue reading Free Investment Advice Just For You (In 400 Words)

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

Uncategorized

Proactive Tax Planning 3 of 6

One Roth IRA Workaround for High-Income Earners If you understand the concept of compounding interest and believe your money will grow over time, then you’d be wise to supplement pre-tax retirement plans with a Roth IRA. After all, it’s the most recognized vehicle for tax –free growth and tax-free distribution. Yet, high-income earners can’t contribute… Continue reading Proactive Tax Planning 3 of 6

ABCs

5 Common Planning Mistakes You Can Easily Fix

Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing wealth takes some basic building blocks, but it also requires avoiding certain mistakes along the way.  You may not think a lot about it, but small missteps can have big, negative… Continue reading 5 Common Planning Mistakes You Can Easily Fix