Financial Planning

The Tim Ferriss interview with Howard Marks is one of my favorite podcasts. His insights into the financial landscape, and how best to asses the current market

A financial advisor shares a lot in common with a personal trainer, offering accountability to get you started and keep going, to act as a coach to get you

Much is written about the current stock market environment pretty much all the time - this time of year is the time for market prognostication.  The media

The decision to become a financial planner was long in the making. Before I embarked on the official journey to gain my credentials, I had plenty of experience

Cash flow, budgeting, spending, savings plans, whatever you call it, creating parameters and a structure for your spending can take a lot of the guesswork and

The financial independence, retire early movement has gained a lot of popularity in recent years. Far from being a one-size fits all approach, the movement

There are common money mistakes we often flag once we onboard new clients. Some are general, while others are specific to our main clientele--those in or

In times of market volatility, investors frequently read articles pontificating to “stay the course”, “have a long-term view”, and “don’t look at your statement

For military retirees, who are among the last select group of Americans with a defined benefit pension, managing Social Security is an ever-important task. Here

If you've claimed social security, but later decided that it wasn't the right timing, you decided to work in retirement or if you have large tax-deferred