Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work…. Read More
Building Lifetime Wealth, 80/20 Style
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Financial Planning in Turbulent Times
In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your… Read More
Tax-Wise Investment Techniques
In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools… Read More
The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when… Read More
Healing What Hurts: Can a Financial Therapist Help?
As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish a healthy, happy relationship with their money. But sometimes, we… Read More
Social Security Planning: A Balancing Act
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I… Read More
SECURE 2.0 Act: What You Need To Know
Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at… Read More
6 Financial Action Items to Wrap-Up 2022
To say the least, there’s been plenty of political, financial, and economic action this year—from rising interest rates, to elevated inflation, to ongoing market turmoil. How will all the excitement… Read More
Are You In a Bad Mood or Are We In a Recession?
There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even… Read More
Investing is Personal – Be Patient
So far in our investment basics series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in… Read More
