A house is the largest purchase most of us will make in our lives, so it makes sense that questions about housing come up often in the financial planning work we do with clients. There… Read More
A Fee Only Financial Planner’s Resolution – Implementing a Budget
One of the biggest financial changes my wife and I made over the last year was to put a budget in place. It may seem strange that a fee only financial planner wouldn’t have a… Read More
What I Wish A Financial Advisor Had Told Me – Part 2
In last week’s post, I outlined things I could have learned from a good financial advisor had I been working with one early in my career. The list is – sadly for me – on… Read More
Planning for Early Retirement – 4 Things to Consider
Whenever I meet with prospective clients, “tomorrow” is the number one response to the question of when they’d like to retire. The answer is usually tongue-in-cheek, because most people aren’t in a position to retire… Read More
Financial Goals Don’t Always Start with Money
One of the most rewarding aspects of being a financial advisor is working with clients when they realize a financial plan isn’t really about finances, per se, but rather what they want to accomplish with… Read More
Budget Seems to be the Hardest Word
Budget. If there is a another word in the financial advisor’s lexicon that generates such a strong reaction among clients, I’m not aware of it. For some clients, budgeting is something they’ve always done automatically,… Read More
Tips for Couples on Building a Strong Financial Plan
You never enter into a relationship with the expectation that finances are going to become a big problem, and yet financial issues are among the most often cited reasons for divorce. Even couples who build… Read More