Legacy Planning for People in Their 50’s and 60’s: A Step-by-Step Guide As you near…
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Spring Clean Your Finances Spring is a time of renewal, making it the perfect opportunity…
Should I Buy Stocks Because of Their High Dividend Yield? Many people follow stocks or…
What Should I Do to Sell My House? If you’re considering selling your house, unlike…
How Can I Make a Down Payment on a New Home Before I Sell My…
The Stock Market is Not the Economy. In a recent article in the Wall Street…
Should I Invest Differently This Time? We think that people should have a globally diversified…
Taking RMDs This Year Doesn’t Mean You Have to Sell at a Loss. A lot…
Financial Planning is About Trade-offs Over your lifetime you will make thousands of decisions involving…
Margaret’s Tragedy The situation: Margaret is a 50-year-old woman who hasn’t worked outside the…
Back to the Investment Basics Part 2: First Save, Then Invest In our last…
Back to the Investment Basics Part 1: Remembering Summers Past There were so many big…
Justin and Cecilia’s Uncertain Future The situation: Justin and Cecilia are in their early…
Primer on Stocks What are stocks? Stocks have been around for hundreds of years—the first…
James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning &…
Roadmap for financial planning When I say that being a financial advisor is a lot…
The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or…
Investing in Uncertain Times After taking a closer look at interest rates and inflation, we…
Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation Has rising inflation got you…
Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates At its March…
Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of…
The Crisis at Hand At a time when many investors have become antsy about the…
Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools…
Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or…