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Flat-fee fiduciary planning for pre-retirees and retirees.

Insights and Blog

Most of our writing focuses on the financial decisions that matter most in the years before and after retirement.

6 Behavioral Finance Must-Reads Thumbnail

6 Behavioral Finance Must-Reads

For many, it can be a challenge to keep their emotions in check when it comes to investing. Staying steady as you watch the holdings you’ve invested in rise and fall can take some serious self-restraint. This is particularly challenging for competitive Sales Professionals who are typically focused...

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Why Sales Professionals Need to Save More Thumbnail

Why Sales Professionals Need to Save More

As a successful sales professional, you have the potential to earn a significant amount of income at any given time. Between your salary, equity compensation, bonuses, and other variable compensation, you can accumulate a generous amount of wealth in a relatively short period of time.

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Why Losses Feel Worse for Sales Pros Thumbnail

Why Losses Feel Worse for Sales Pros

Winning and losing—two sides of the same coin. Heads you win, tails you lose. But when it comes to investing, the behavioral economics "Prospect Theory" indicates that losses are twice as painful as gains are enjoyable. That is, loss is felt twice as hard as gains are. But how is this experience unique...

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Combatting Burnout: The Sales Sabbatical Thumbnail

Combatting Burnout: The Sales Sabbatical

Finding a healthy work-life balance is a hot topic in today’s fast-paced society, but finding it in the sales world is no easy task. When targets and new business acquisitions are on the line, it can be difficult to step back and hit the “pause” button, even for a short while.

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