We collaborate with our clients to build and implement financial plans to help them reach their financial goals and achieve financial peace-of-mind. We are fee-only financial advisors and fiduciaries to our clients, so we accept no referral fees and sell no commissionable products.
One of the questions clients ask from time-to-time is whether we include their house as an asset when we do retirement planning. Typically, if the plan is to remain in the house for the duration of retirement, we don’t, but every now and then we do need to...read more
In our most recent newsletter, I discussed a few sources that offer aggregated polling information as polling averages are more instructive (and much less prone to cherry-picking) than any individual poll. For those of you who followed that advice, you’ve likely...read more
The Department of Labor’s Fiduciary Standard – A Win for Consumers One of the more absurd claims Wall Street brokers have long been able to make is that they weren’t really offering advice to clients when they recommended investments. Making this claim allowed them to...read more