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)

Nearing Retirement, Retirement Planning

6 Key Risks to Retirement (Part II)

Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have negative affects on one’s retirement confidence. Today we will discuss three more key risks to retirement, and how a plan might help combat the anxiety that comes with each risk. Longevity  You are living longer than the… Continue reading 6 Key Risks to Retirement (Part II)

Nearing Retirement, Retirement Planning

6 Key Risks to Retirement (Part 1)

For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think about freedom of time and the lack of an alarm clock going off first thing in the morning, there are many people that carry a fair amount of anxiety when considering the financial stress… Continue reading 6 Key Risks to Retirement (Part 1)

ABCs

3 Reasons to Wait to File Your Income Tax Return

When working with lumber, the hard and fast rule my father and uncles taught me was to measure twice, cut once. You should treat your tax return the same way. Every year I see people hurry to file because the IRS owes them a refund. So they file their taxes immediately to get their money… Continue reading 3 Reasons to Wait to File Your Income Tax Return

ABCs

6 Ways to Safeguard Personally Identifiable Information (PII)

Identity theft is very real. And our digital lives make it easier than ever to be hacked. Think about your week. How many emails did you send? Make any online purchases? Use your debit or credit cards? Post any personal information to your social media account? Think about how sophisticated information targeting has gotten. Have… Continue reading 6 Ways to Safeguard Personally Identifiable Information (PII)