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. What…

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. …

Married Couples: 6 Savings Strategies

We work with a lot of couples to help them plan for their long term goals.  In some cases, we work with couples who keep their financial lives separate.  Often this is the case with newlyweds who have yet to…

How to Prevent a Retirement Hangover

Take 2 of these and call me in the morning. Retirement is something that our culture aspires to and dreams about.  The vision of trading in your 9 to 5 (or longer) workdays for days on the beach or golf…

What’s Your Retirement Income Strategy?

Traditionally retirement income has been thought of as a three legged stool where income consisted primarily of Social Security, Pension income, and withdrawals from personal savings. This picture has changed dramatically over the past 50 years as most employers have…