Time for a Financial Physical?

One of the most frequent questions asked by our readers is: “How often should a financial plan be updated?” While

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Turning a Deaf Ear to “Shoulda, Coulda, Woulda”

If you’re like me, you’ve likely experienced a sense of regret or disappointment at some time in your life. All

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The Game of Life

When you were a child, did you ever play a popular board game called The Game of Life? It simulates

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Financial Planning Upgrades

For the past decade, we have advised that there is a better, more client-centric, method of financial planning than the

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Mirrors and Windshields

While practicing as a CPA, our firm ran an ad that compared the relative dimensions of the rear view mirror

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A Different Kind of Plan

According to a recent poll, 41 percent of baby boomers who have a living parent are providing some sort of

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Déjà Vu, All Over Again

As of this writing, the stock market has just produced one of its worst quarters (Q3) in a very long

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Looking Back, Looking Forward

Back in the ‘80s, legendary stock picker Peter Lynch was famous for looking for those stocks that he thought would

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