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The Value of a Human Advisor


Financial planning is a creative, iterative process. We believe in inspired planning that starts by really listening to what you value and how you want to make a difference. An essential part of this process is one human being talking to another human being who is trained in listening and idea generation. This is so […]

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Presidential Throw Down

As an independent voter, my preference is to look at each candidate and see what they bring to the table. There are many issues that matter to me—quality of character, moving the country in a positi

Understanding Medicare

When you think about income streams in retirement, Medicare may not initially come to mind. But it is an important part of most retirees “golden years.” Medicare covers many health expense

Estate Plan Review Checklist

Many of you already have estate documents. They may have been executed many years ago. Usually, the rule of thumb is you should have an estate attorney look over your documents every ten years or so.

Estate Planning After ATRA

Hardly anyone needs to worry about federal estate tax anymore. That’s because on January 1, 2013, Congress passed the American Taxpayer Relief Act (ATRA) that allowed everyone to pass over $5 mi