Newsletter & Blog
Our latest research and news.
Doing Napa (the right way) on a Budget
In everything I do, I create a budget. I’m as far away as possible from the type of person who is typically deemed as “cheap,” because I enjoy nice things, but I find satisfaction in ensuring that I also find good value. When you want a good price, and also excellent...
read moreIncome in Retirement
Throughout my career, I have had the opportunity to meet many different people who all have unique circumstances. It is true that everyone’s financial situation is special and deserves to be tailor-fitted. However, there is one reoccurring conversation that I find...
read moreOur Family Tradition in Breckenridge, and a Few Thoughts on Timeshares
For many years, my family embarks on an annual trek to Breckenridge. This quaint resort town is snuggled into the base of the gorgeous Rocky Mountains’ Tenmile Range. Originally a village established by gold miners in the final few decades of the 19th century, the...
read moreDOL Ruling – A Step in the Right Direction
For years, our firm has set out to offer a destination where clients can rest assured that their financial advisor will always act in the clients’ best interests. Unfortunately, the financial advising industry, as a whole, has not always followed this same ideology....
read moreWhy We Pay Our Credit Card Bills More than Once Per Month
Excellent approach to keeping your personal debt load as low as possible. Since writing about credit cards is a big component of my work, I’ve had nearly every rewards credit card at some point in my life. At any given time, my husband and I will have 20 or...
read moreThree steps to a comfortable retirement
A simple yet effective strategy. If you need help planning for your retirement, let us know! [contact-form][contact-field label='Name' type='name' required='1'/][contact-field label='Email' type='email' required='1'/][/contact-form] Shared via 10News Sarasota...
read moreHow to Stay the Course to Financial Independence
This is a terrific post. And though not many people can be expected to save 40-50% of their income but a frugal spending strategy combined with a solid financial plan will help you reach whatever your goals may be. The journey to financial independence can be a long...
read morePersonal Finance and Magical Thinking
Many people approach personal finance with a "magical thinking" mentality. That is one of the reasons we do what we do, to help those people. If you need help with personal finance, investing, retirement, etc, just click here and ask. Like most people, I like to...
read moreThe 72(t) Rule: Making Penalty-Free IRA Withdrawals Before Age 59 ½
This is not for everyone, but if you think you qualify or are interested at all, just let us know we're here to help! Source: The 72(t) Rule: Making Penalty-Free IRA Withdrawals Before Age 59...
read moreDodging Estate Planning Discussions? Prevent Conflict by Providing Details.
For many people, estate planning is an avoided topic at family gatherings. After all, few of us can imagine artfully steering a dinner conversation from, “How long did you roast the turkey?” to “How long would you like to be on life support?” Complacency is a main...
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