Insights: Retirement Planning

It’s a recurring theme for me: a potential client walks into the office looking for minor tweaking of their “financial plan” which consists of a mess of investments and no actual plan at all. This scenario is all too common in today’s complicated financial landscape,...

Financial planning is not about meeting every goal you have. Instead it’s about setting priorities to achieve the ones that are most important to you. Every financial decision requires a cost versus benefit analysis. Most people simply can’t afford to do EVERYTHING on...