When it comes to finding a financial advisor, staying local can make all the difference. Unlike a large national chain or the impersonal nature of online platforms, a local financial advisor provides a level of personalization and service that’s hardREAD MORE
Financial Planning
As financial planners, we run a lot of retirement projections. We tend to assume a long life to account for the financial impact of longevity. Long life in our projections is typically age 96. The idea is that there isREAD MORE
In today’s digital world, more and more families’ finances are being managed online. Everything from paying bills, managing utilities, and scheduling medical appointments may be done online these days. When it comes time to take a more active role inREAD MORE
You hired your financial advisor with the hopes of getting sound advice to navigate your financial matters. But like any relationship, there may come a time when things just aren’t working out. Whether it’s high fees, lackluster customer service, orREAD MORE
When it comes to wealth-generating occupations, physicians usually make the top of the list. In reality, most early-career physicians are actually HENRYs (High Earners, Not Rich Yet). “High earners not rich yet” individuals have a better opportunity to get onREAD MORE