Charitable giving is a key topic in fee only wealth management, and client interest in the topic usually peaks around the holiday season. Not only are people more charitably inclined that time of year, but… 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