Retirement Planning

5 Tips to Help Money Last Until You’re 100

Every year I like to read the results of the “Retirement Confidence Survey” which aims to gauge the views and attitudes of working and retired Americans regarding the various aspects of retirement. Of all the questions in the survey (34), I tend to frequently quote the results of one. Of the current workers surveyed, only… Continue reading 5 Tips to Help Money Last Until You’re 100

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

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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