Free Money – Don’t Miss Out!

Are you making the most of the employer match in your 401k plan?  Getting the full employer match in your retirement plan is one of the closest things to free money in our economy.  Forbes recently ran an article titled…

5 Financial Strategies for a Happy New Year

Consider taking capital gains For taxpayers in the 10% and 15% brackets, the capital gains rate is currently 0%.  This is scheduled to last through the 2012 tax year.  Maxing out your pre-tax retirement contributions or a period of unemployment…

Bang for your College Buck

Over the summer I wrote about the return on investment of a college education.  While a college graduate on average earns $20k more per year than a non-graduate, a bachelor’s degree may not be the only way to achieve a…

College Planning in an Uncertain World

As a new mom I am always trying to do what is best for my child.  Whatever the decision-whether to swaddle, use a pacifier, or let him cry-I frequently second-guess myself and wonder if I should be doing things differently. …

Reacting to Japan

The tragedy in Japan continues to be the top news story and warrants international support.  While the human aspect of this crisis continues to be devastating, we can’t discount the economic impact as well.  Well respected international fund family, First…

Be Careful About Hidden Gems

As you may have read or noticed on your end of year statements, small cap stocks were the top performing category for 2010.  These stocks outperformed their large cap counterparts and gave investors with small cap positions a significant boost…

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Avoiding Scams

We work hard to build wealth for our clients while fostering an honest and open stream of communication about their financial situations. As a result, it is upsetting to us when we see deceptive marketing practices to sell investment products or promote undesirable lending practices.

Financial Celebrities

Many of our new clients tell us they found out about fee only financial planning by listening to talk radio or watching their favorite financial pundit on television. Media personalities such as Suze Orman, Clark Howard, and Dave Ramsey do…

This Little Piggy Goes to the Market…

When we start working with a new client, one of the first steps is typically consolidating the number of accounts they have outstanding.  In our experience this makes your finances easier to manage by reducing the mental accounting that needs…

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We break down some of the most important questions we are asked on a regular basis.

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