• How To Save, When You Can’t Save Today

    by  • October 14, 2016

    “ I want to save for retirement, but I can’t afford to do so right now.” This is a common complaint we hear, especially with our younger clients. They are dealing with debts, saving for their children’s education, and even helping to take care of their aging parents. These younger clients want to save...

    Read more →

    We Don’t Pay Much In Taxes?

    by  • October 13, 2016

    We like to complain about high taxes. We all do. The thought of the government taking “our” money drives us crazy. With the election right around the corner, we may be thinking about the effects on our pay checks due to a new president. Most of what I read about income tax rates deals...

    Read more →

    Republican or Democrat: Historically, Which Party Does a Better Job Growing Your Investments?

    by  • October 10, 2016

    Republicans and Democrats each make strong and compelling arguments as to why their approach and strategy will be better than their opponent. The media, think tanks, and experts are constantly making solid arguments for one candidate or the other. And in many cases these arguments and research findings conflict with each other. Conventional wisdom...

    Read more →

    Why We Shouldn’t Mix Politics and Investing?

    by  • October 1, 2016

    We can’t help but hear about the election on the news. And when it comes to each candidates economic policies, we are quick to imagine how it will affect our investments. We assume that Trump’s determination to bring jobs back to the US could boost US stock prices and perhaps hurt foreign stock prices....

    Read more →

    How To Retire in 4 Years

    by  • August 18, 2016

    The story about a couple’s desire to retire in 4 year is compelling. They have applied many of the important financial planning concepts: 1) The plan to live a very modest lifestyle in retirement – They plan to need 30,000 a year in retirement. 2) They have cut and reduced many of their expenses....

    Read more →