David and Susan are in a strong financial position, but the recent decision to adopt has led them to the decision to have a comprehensive plan done. Both David and Susan earn high incomes, and… Read More
June 2011 Newsletter
Summer is here, and as was the case last year, the market seems to be wavering a bit. One of the underlying causes for that is softer economic data of late, and in the first… Read More
May 2011 Newsletter
Without Congress wrangling over some large piece of legislation, May of 2011 seems a good deal quieter than this time last year. Financial regulation was wending its way through the legislative process, and one of… Read More
Adding It All Up – The Cost of a Financial Plan and How to Save
The total cost of financial advice includes a number of items we’ve discussed in the last few posts. For clients who work with us those costs include: The hourly cost of the plan Cost for… Read More
The Cost of Investment Advice and Investments
The cost of investments is a key component of your financial plan. Regardless of whether you work with fee-only advisors or commission-based brokers, portfolio design is likely the largest cost of your plan. So how… Read More
How Much Does Financial Advice Cost?
As fee only financial advisors one of the most common queries we receive from the web has to do with how much a financial plan costs. It’s a good question as there are a number… Read More
March 2011 Newsletter
It has been a tumultuous few weeks around the globe, and our thoughts are with all those affected. Several clients have raised questions about what the economic impact of events might be, and the first… Read More
June 2010 Newsletter
As I’ve discussed in previous newsletters, there have been a number of changes to tax laws in 2010, and there are none that are likely to have a wider impact than changes to Roth conversion… Read More
February 2010 Newsletter
Tax season and the first hints of spring tend to arrive in concert here in Atlanta, and this year is no exception. After what has seemed an unusually harsh winter, the mercury is forecast to… Read More