We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Overspending Retirement Income
Several issues can cause retired clients to deviate from their safe spending rates.
The Powerful Roth IRA
Tax-free saving for retirement is only one of the many talents offered by Mr. Roth. If you have yet to become fully acquainted, consider this your formal introduction and start getting to know Mr. Roth today.
The Complete Guide to Your Clothes Dryer
The complete guide to saving money while drying your clothes. Should I air dry? Can I line dry inside? Is there ever a case when my dryer is cheaper?
Millionaires’ Biggest Financial Regret
In a survey of millionaires’ top money regrets, the one that overwhelmingly prevails should not surprised us.
What Our Founding Fathers Got Wrong
It’s hard to believe they would both protest a tariff-created monopoly at the Boston Tea Party and then create one at the first congress.
If You Have Nothing to Hide, Then You Have Nothing to Fear
The faceless government agencies aren’t really faceless at all; they are populated by the very same types of potential criminals and nogoodniks that we would avoid sharing our personal information with on the street.
Right to Privacy of Correspondence of Other Countries
The constitutions of many other countries guarantee and protect the privacy of correspondence. The United States does not.
Badges Supporting The Right to Privacy of Correspondence
Display your badge of support!
Bucket List: Saving & Investing
In addition to emergency savings and retirement saving, you should also stash away 10% or so for long-term investing. Let the magic of compound interest make you money.
Five Things Advisors Should Tell Clients About Retirement, But Often Don’t
“Retirement today is a lot like an iceberg, where 90 percent of what’s really taking place is below the surface.”
The 24/7 Financial News Media Machine
“Here are a few of the things we’re worried about – and the ways in which our firm is preparing for them.”
Eight Worst Money Tips for New Grads
My recent column, 8 Worst Money Tips for New Grads, was recently published on Yahoo Finance. I originally wrote this column with the voice of a Dutch Uncle admonishing college students to stay out of financial ruin.
The Complete Guide To Your Dishwasher
The complete guide to saving money while getting your dishes clean. Does hand washing save money? Should I pre-wash? How full should I fill my dishwasher?
Big Mac Index Shows Official CPI Underreports Inflation
The lack of an adequate CPI adjustments leave seniors 71 days shy of a year’s worth of lovin’ it. Seniors deserve a break today!
How to Make Money Paying Virginia Income Tax
Don’t hesitate to take advantage of this tax code oddity.