What If Financial Planning Is Really About Uncertainty?

By |February 3rd, 2017|

If you drop by almost any brokerage firm or bank these days, you can walk out 45 minutes later with a “financial plan” that viola, […]

Squirrel:  The Intelligent Investor

By |February 2nd, 2017|

These have not been ordinary times.  Since the onset of the Great Recession of 2008, we’ve been experiencing inflation rates of historically low levels. Low […]

Don’t Get Ripped Off When Getting Your Taxes Done

By |January 31st, 2017|

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged […]

Using The Internet To Find And Research Financial Advisors

By |January 24th, 2017|

Read this timely article if you are planning to change financial advisors or select your first advisor in the first quarter of 2017.

How do you […]

A Comprehensive Comparison of Retirement Plans

By |January 20th, 2017|

How do you see your retirement from your mind’s eye? Are you living the same lifestyle during your retired life? Have you managed to get […]

So, You Want to be a Real Estate Tycoon?

By |January 17th, 2017|

A client of mine recently inherited some money. She’s happy with her investments but has been itching to buy a real estate investment property.  An […]