Waste Not Want Not

Waste Not, Want Not

Most of us have many hidden talents. My husband can strategically pack the dishwasher full of nearly all the dishes in our kitchen and everything will still come out clean. One of my hidden talents is the ability to squeeze…

Art of Making Money Plenty

The Art of Making Money Plenty

The Art of Making Money Plenty in every Man’s Pocket, by Doctor Benjamin Franklin hangs in my office.  It’s a frequent reminder of the simplicity of building wealth and security in today’s complex world.  The full text reads: At this…

Fiduciary: What you need to know

If you follow financial news at all you have probably heard the word “fiduciary” A LOT lately.  This is good news as it means better advice for clients and fewer conflicts of interest for people giving advice, like us. This…

Retirement Savings

Financial Dilemma: I’m Out of Time

“I can’t afford to lose any money at this stage, I’m out of time.” This is a phrase we hear occasionally from clients in or on the cusp of retirement, though not as much lately in this raging bull market. …