Aug 29, 20191 minDO YOU NEED A FINANCIAL ADVISOR?Almost daily, we come across articles entitled “Do you need a financial advisor?” It is a great question and one that, frankly, is...
Aug 29, 20191 minWHAT IS “VALUES-BASED PLANNING?” At the beginning of any client engagement and every year thereafter, we spend 30-90 minutes brainstorming & recording a client’s goals....
Aug 27, 201941 minSocial Security & Retirement Planning: A Hit or Myth PropositionDispelling the myths and misunderstandings of the Social Security program is something we get asked about often.