Because our clients are of the human variety, a lot of them want some certainty in their planning. They want to know that this decision will turn out right, or
My seventh year in business was probably my hardest year, save for my first. My first was characterized by “Will this even work?” Last year was characterized by “It worked.
Two years ago, I wrote about creating my own charitable giving strategy, which I then documented in spreadsheet-y glory. I’m back to tell you how I’ve changed and improved it
Earlier this year, a client rolled over an old 401(k) into her IRAs at TD Ameritrade (where we manage our clients’ investments). She received, correctly, two checks from her 401(k):
Though the fervor around “financial independence” has abated a bit in recent years, I still see quite a bit of it. (Perils of the job, doncha know.) In fact, I