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Total: 7 results found.

Live on Less Than You Make

Created on Monday, 16 July 2018. Posted in Content/our blog

... seek the advice of a Financial Professional when they believe they need their investments to perform better. A real Financial Planner will look at the entire picture and not just the investments. The key ...

Investing Your Time vs. Spending Your Time

Created on Friday, 15 June 2018. Posted in Content/our blog

... with your dog are investments in time and investments in you. It’s akin to the maintenance you provide for your house – cleaning out the gutters, fixing that squeaky door, repairing the wood rot. Your ...

Setting Financial Goals

Created on Tuesday, 08 May 2018. Posted in Content/our blog

... Typical - Grow my investments. Better - Achieve an average annual net return on my investments at least 3 percent more than the rate of inflation. Actionable – Goals should start with an action verb. ...

Personal Finance and the Serenity Prayer

Created on Saturday, 14 April 2018. Posted in Content/our blog

... when the economy and the stock market are doing well, and your investments are regularly growing. That is not so easy when the economy or the market makes a prolonged downturn as it did in 2008. So what ...

Do You Have A Bad Financial Planner?

Created on Thursday, 02 November 2017. Posted in Content/our blog

... of billions of dollars. You can't be too careful with your money. Insurance Products. Some advisors package insurance products as investments, collecting commissions on the side. Insurance is primarily ...

Our Fees

Created on Monday, 30 April 2012. Posted in Content/about

...  401(k)/403(b)/TSP accounts IRAs and other retirement accounts Non-retirement accounts *Note: Complex investment portfolios with numerous unique holdings, annuities, and proprietary investments ...

Investment Consultation

Created on Monday, 30 April 2012. Posted in Content/services

... in certain variables (i.e., working longer, saving more, spending less, taking more risk with investments to potentially get a better return). If you are near retirement or already retired, advice may ...