Buying A Car, Ep #30

Today we’re talking about one of the larger purchases you can make: buying a car. 90% of consumers say that price is their most important consideration when buying a car, and that negotiating is the most painful part of the process. Big…

Fiduciary

Why Fiduciary Matters, ep #29

The word “fiduciary” is being tossed around a lot lately, largely because of the Department of Labor’s oncoming regulations. To help you understand the importance of these developments, we share what fiduciary advisors don’t look like, so you can choose an…

Navigating Elder Care, Ep# 28

For many of us, our parents getting older is a tricky situation to navigate. How do you respectfully offer your help? Ensure they get the best care? How do you know what to do with their bills and other finances? In our first-ever…

10 Year Real Returns

Should I Own International Stocks?

Why own international stocks? Especially when, as noted in Exhibit 1 below, US stocks have outperformed international stocks over the last one, five and ten years, respectively.  After all, most investors would have been better off only investing in US…

Episode 25: 10 Tips for More Tax Savings

Tax savings is a peculiar planning topic. It’s an idea that almost everyone wants more of, but few follow through to complete it. Most people don’t realize the large amount of tax savings they could have by making a few simple tweaks….

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

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