Financial Planning Blog

savings rates

22 JulSavings Rates – Summer 2015


Many years ago when I was just beginning my budding career,  an older and wiser financial advisor told me that “the…

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14 Jul10 Steps For a Better Investment Experience


Click on any of the following steps for a closer look. Additional exhibit information and important disclosures. Past performance is no…

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writing constititional document

07 JulReconstitution Effect


Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…

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smoke stack

12 JunSocially Responsible Investments: The Good, The Bad, and The Green


These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…

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New York Stock Exchange

02 JunThe Crucial Difference Between Investment Brokers And Fee-Only Advisors


The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…

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20 MayWelcome Gabriel Twining – Spring 2015


In February, my youngest son Gabriel graduated from Saybrook University in Seattle with a Master’s Degree in Industrial Psychology with a…

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05 May3 Simple Investment Principles To Keep You Out Of Wonderland


As a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…

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tax planning 101

14 AprTax Planning 101: How To Make The Most Of Your Tax Bracket


(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…

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school room desk

11 MarUnderstanding IRA Transfer and Rollover Rules


If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…

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design table red chair

09 FebSecrets for Self-Employed Retirement Success


Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…

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