Plain-language articles on investing, taxes, retirement income, market context, and planning updates from our CFP® team.
Like most everything else in our practice, our process has evolved over the years. I want to communicate to you a recent change to our process that you may not be aware of; as it takes place in your absence. But first, some background: When I began in the financial planning profession in 1982, things […]
There are different opinions as to the proper use of insurance. Here is my view: Insurance should be used to buy protection from unlikely, catastrophic events. Good examples of risks that are suitable to insure include: A house fire A catastrophic injury or illness A lawsuit due to an automobile accident A death or disability of […]
