August 2021

It’s a funny thing about advice. Everyone seems to have an overabundance of knowing what others should do, and they have no problem telling you about it, especially when monetary gain is a motivating factor. However, there also seems to be an equal lack of understanding about who such advice is given to. If you’re […]

One of the communication tools we use when discussing retirement plans is the Personal Economic Model®. Much as a medical doctor would use an anatomical model to convey medical concepts, we use this model to convey financial concepts. This model offers a visual representation of the way money flows through your hands. On the left,

For many people, the term 401k is synonymous with retirement preparation, and sometimes represents the full extent of their preparedness. Such accounts are often included as part of a benefits package provided by employers, and chances are if you have one, most of your retirement savings are being deposited into this account. Given that it

If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money do you have, where it’s located, we can do a better job. It would seem that most investment firms share the same singular focus of trying to find better products that earn a higher rate

If what you thought to be true about mortgages turned out not to be true, when would you want to know? It is likely that during your lifetime you will allocate more dollars to the place you are going to sleep than anything else. As such, the potential to transfer your wealth away unknowingly and