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The Perfect Time to Invest

While I never have seen a survey inquiring about the desire for investing at the perfect time, I am pretty confident that if the question...

What’s a Fiduciary and Why Does It Matter?

There’s been a lot of media coverage lately re: The Department of Labor’s (DOL’s) soon-to-be new rules for financial advisors to act as fiduciaries for...

A Reliable Financial Advisor Fills Multiple Roles

You know how to change the oil in your car. You can mow your own grass and fix a leaky faucet. Sure parenting had a...

Investing: Riding the Stocks

When the Dutch first inhabited Manhattan island in the 1600s, they erected a wall around their encampment. Along the southern stretch of the wall, between...

Having A Financial Plan So You Don’t Worry

Every day you carry out a series of plans: what you’ll eat, outline solutions at work, even review safety plans. You may have even practiced...

Suitability vs. Fiduciary Standards…It Matters!

If you are anything like us, you are always busy — right? We tend to make time for what is most important to us but...

3 Tips to Help Make Sense of Your Personal Finances

For many people making sense of personal finances is equivalent to reading a foreign language. Earning a paycheck and paying bills on time are pretty...

Why Are Federal Long Term Care Insurance Premiums Rising?

Last week we met with a long-time client who retired from the federal government. Prior to retiring, she had the foresight to purchase the long...

Why You (and NBA Players) Need a Financial Plan

In recent weeks, we’ve witnessed an obscene amount of money being dealt to NBA free agents.  Dwyane Wade signed a 2-year contract with the Chicago...

Planning for a Comfortable Retirement

What comes to mind when planning for your retirement? Enjoying nature, time with family, spending blissful hours on hobbies? Regardless of what defines an ideal...

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