Category: Uncategorized

In our work with clients, we spend a lot of time explaining why we think flat-fee financial planning is the best way to deliver financial advice. Our flat fee scale Read More

A new law currently making its way through Congress is expected to bring significant changes to retirement planning for many Americans. The changes aim to increase how many Americans save Read More

Creating better relationships is all about communication. Talking about the difficult things where we are the most vulnerable can bring the greatest rewards. Your spouse is probably your best ally Read More

Election years can be fraught with uncertainty as developments surrounding the candidates, their platforms, and their predicted effects on the economy and markets dominate the news. But should you let Read More

1. Stocks have continued higher regardless of presidential party: As elections come up, we tend to get concerned about which party might be better for the market. Historically, the market Read More

ECONOMIC IMPACT PAYMENTS Did you file 2018- or 2019-income tax returns? If so, you do not need to do anything else to receive your payment. $1,200 for an individual. Single Read More

A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description Read More

Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? You’re not alone. The Read More

Abrupt and cascading market sell-offs are uncomfortable even for the most seasoned long-term investors. The continuing tragic loss of life and expected economic fallout from COVID-19 has reminded us all Read More

Finances are complicated enough. Pricing financial advice shouldn’t be.  Should you pay more for financial advice simply because you have been more financially successful or been more diligent in saving Read More