Blog

When you have a question about a new investment account or an account statement, it is nice to have a financial professional only a phone … Read More

Throwing Out the 4% Rule This 1990s retirement planning principle seems questionable today. In 1994, a financial advisor named Bill Bengen published research articulating the … Read More

Charitable Remainder Trusts Killing Several Birds with One Stone  In planning for your retirement, you may face several financial issues.  Maybe you’d like to generate … Read More

WHAT EXACTLY IS WEALTH MANAGEMENT?   The two words signify a far-reaching kind of financial care.  There’s financial planning, and then there’s wealth management. Think … Read More

What to Look for in a Financial Advisor Select a financial consultant whose service offering corresponds to your goals.  Financial advisors aren’t all the same … Read More

Why reroute dividends back into your investments? Isn’t taking the income the preferred outcome when a dividend is produced? Retirees and pre-retirees are eager for … Read More

Some retirees succeed at realizing the life they want, others don’t. Fate aside, it isn’t merely a matter of stock market performance or investment selection … Read More

WHY YOU SHOULD WORK WITH A CFP® Those three little letters signify some very high standards in financial planning. “Certified Financial Planner” – what does … Read More

DO YOUR INVESTMENTS MATCH YOUR VALUES? Is your investment strategy as morally, socially and environmentally conscious as you are? It’s not uncommon … Many well-educated, … Read More

Need help planning? Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, … Read More