The best habits often have applications in many different aspects of life. We certainly feel that’s true about our Life-Centered Financial Planning Process! The transition to retirement is going to bring many changes, including how you feel about the...
Recently, I met with a client who raised an excellent question—though indirectly—about how their investment portfolio has performed compared to the returns they see reported in the media every day. It’s a common concern, and frankly, it deserves a clear and logical...
Recently, I had a great conversation with Jan about working together on her family’s financial plan. After taking the Thanksgiving holiday to think things over, she agreed we were a good fit. But before we wrapped up, she said something that stood out: “I just want...
Last week we had the pleasure of meeting with Debbie, who is about three years away from retirement. Like many people approaching this milestone, she faces several interconnected planning needs that require thoughtful guidance. When we applied our complexity-based...
During the holidays our thoughts turn to the many blessings that enrich our lives. But gratitude shouldn’t just be something we share annually around a big dinner table. That’s especially true for parents who want to teach their children the difference...
