Fee Only Financial Planning
Sep 7, 2026
Over 40-plus years in financial planning, I noticed a common pattern with client couples: in meetings with advisors, one partner usually does most of the talking. The other sits back, nods in the right places, and answers direct questions. The professionals in the...
Aug 31, 2026
If you are under 50, will Social Security still be there when you retire? The answer starts with a number, 2.1, that demographers call the replacement rate. When women have an average of about 2.1 children, a country’s population stays level. Below that, without...
Aug 24, 2026
On the last Wednesday in July, I got several phone calls from clients. On the last Friday in July, nobody called. Why the difference? On Wednesday, the S&P 500 dropped 1.52 percent and the Nasdaq composite dropped 1.74 percent. On Friday, the S&P 500 gained...
Jul 6, 2026
“Find a financial advisor who is a fiduciary, someone legally bound to put your interests first.” I have made this recommendation many times over the years. Now, most financial advisors technically qualify as fiduciaries, which is a problem for consumers. In its...
Jun 1, 2026
As you advance in your career and begin to build financial security and invest for the future, you will build a financial team. Most likely, you will do this one professional at a time. You’ll find a CPA to do your taxes, a financial advisor for investments, and an...
Apr 20, 2026
Dying and money collide in ways most of us never think about until we have to. Money is hard. Death is hard. When someone receives a terminal diagnosis, they and their loved ones are forced to deal with both at the same time. It is one of the most difficult financial...
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