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Month: August 2018

106 Things We Do For Clients, No. 92

No. 92 of 106 Things We Do For Clients  Serve as a wise sounding board for ideas you are considering. How many times did you wish you had someone to give their input on a potential financial decision? How often have you made a financial decision, only to end up...

The Happiest States in the USA

*It was brought to our attention that our blogs were not being distributed properly over the past month.  This blog was from last week, and we will send out the current weeks blog later this week.  We apologize for the inconvenience. My friends from across the country...

106 Things We Do For Clients, No. 91

No. 91 of 106 Things We Do For Clients Provide advice you can trust and act in your best interest in all your financial matters. This is so significant it is probably worth the sum of all of the other benefits to engaging a fee-only financial planner. As fee-only...

US Health Care Costs: Highest in the World?

Watch this video on YouTube The soaring cost of health care in the United States is painfully obvious to anyone who looks at a medical bill. This aspect of our system has been out of control for decades. A recent study by the Kaiser Foundation compared health care...

106 Things We Do For Clients, No. 90

No. 90 of 106 Things We Do For Clients Educate you on college savings and financial aid options. We will help you understand the various tax-efficient ways to save and invest for your children’s education. We will assist you in figuring out what college will...