06.18.21

Oh NOOO!!! I Retired Just Before the Market Went Down – The 1965 Retiree

We often get the question “As I get older, my portfolio needs to become more conservative, right?” Our answer is always, “It depends on what you’re trying to…

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06.17.21

Lessons from Grandma’s EE Savings Bond Gift

My family has an unusual tradition–my grandfather self-built two houses–one completed in 1957 and another in 1996. Yes, he built them, hammer-swinging and all, with family help. My…

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06.14.21

12 Essential Questions to Ask a Financial Advisor

1) Do you act as a fiduciary? By being a fiduciary, an advisor acts in your best interest 100% of the time. It’s important because if not, they…

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