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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.

5 Financial Goals for the New Year Thumbnail

5 Financial Goals for the New Year

Start the year off right by getting started on these five top financial goals. Now is the time to create financial goals to help you get on track and set yourself up for a more financially stable future. Sometimes, getting your finances organized can be a daunting task, but by setting a few yearly goals...

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Let Markets Work for You (Key Investing Principle #4) Thumbnail

Let Markets Work for You (Key Investing Principle #4)

The financial markets have rewarded long-term investors. The U.S. stock market has been an engine for wealth creation throughout the past century. People expect a positive return on the capital they supply, and historically, the equity and bond markets have provided growth of wealth that has more than offset inflation.

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What the Inflation Act Could Mean Financially For You Thumbnail

What the Inflation Act Could Mean Financially For You

This article details the top three provisions in the Inflation Reduction Act that the average American will financially benefit from the most. Tax credits for energy-related home improvements - The bill includes a 30% tax credit for installing energy-efficient windows, heat pumps, or newer appliances. There’s another tax credit for installing solar panels, and up to...

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