When can I retire?...a question of great significance to many individuals. Laura Bereiter, CPA, CFP®, of White Oaks was quoted for answering this very question. The article...
When Can I Retire?
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Retirement Planning
Financial Independence: The New Dream
A noticeable trend is a desire for financial independence over the traditional notion of retirement. Some may wonder what is the difference in financial independence. It is...
Spring Cleaning Your Social Security Benefits
The snow outside makes it feel like this is finally the year that spring will never arrive. However, we’ve all been through this before and know that it always does. As you...
Relationships and Money Management
Interestingly, there are endless possibilities when it comes to relationships and money management. Many jokes and stories affirm that the issue is not a rare one at all. ...
The Conundrum of Financial Planning Math
With little question, financial planning math is a critical element to shining a bright light on the best path forward for a secure retirement and financial future. Yet,...
Investing Strategies for Preserving Wealth
Some find it odd the focus on investing strategies for preserving wealth. After all, most of us spend much of our lives trying to accumulate a comfortable sum to acquire a...
Resources to Help With Aging on Your Own Terms
Now more than ever, we are helping our clients and their families navigate the challenges that come with growing older. Every situation is different. Through our...
9 Financial Planning Mistakes – Part 2
Avoiding mistakes, in comprehensive financial planning, can make achieving the goals and dreams much more effective. Part 1 of this three-part series explored three of the 9...
Bad Time to Retire?
Recently a headline in an industry publication got my attention. It screamed, “Sinking at Retirement”; proclaiming that this is the worst possible time to retire. Reason...
Shoulda, Woulda…
Financial Independence is a dream that many long to achieve. Most would likely agree that dwelling on the past seldom leads to reaching one’s goals and dreams. As only a...
#HENRYs playing with #FIRE
In a world of acronyms, abbreviations and hashtags, even the financial planning industry isn’t safe from the pressure to communicate in this way. Two such examples came...
Un-Retirement
One of the most popular commercials from my early years was a soft drink commercial for 7-Up. As most excellent marketing campaigns, the messaging was simple; “7-Up, the...