financial planning

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Retirement is an Artificial Finish Line

I received the following alert on my phone from that New York Times this past weekend: “Today’s women are much more likely to work into […]

By |February 24th, 2017|Categories: Retirement|Tags: , , , , |0 Comments

What If Financial Planning Is Really About Uncertainty?

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, […]

So, You Want to be a Real Estate Tycoon?

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 […]

By |January 17th, 2017|Categories: Investing|Tags: , , , |0 Comments

Better Save for Retirement with The Whole Picture

When it comes to financial planning, especially for retirement, many people only see what they have saved and fail to plan and set goals based […]