Financial Advisor & Retirement Planning
How Much Should I Save Every Month?

Infographic: How Much Should I Save Every Month?

  • "How Much Should I Save Every Month?" It's a question that doesn't always present an easy answer, especially with a variety of financial goals and timelines. Fortunately, our latest infographic should serve as an excellent guide on how to prioritize everything from saving for retirement to paying down credit card debt. We'll also suggest some good percentages to follow that can guide your spending and saving, including how to effectively segment your saving into "buckets" across a whole range of…
    health savings accounts

    Health Savings Accounts: Features Your Employees May Thank You For

  • For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise. Medical cost estimates for couples throughout their full retirement, assuming both partners are 65, has increased $15,000 from 2016 to 2017, bringing total projections to $275,000, after Medicare coverage.[1] Even for professionals with 401k balance projections at their target retirement age over $1 million dollars, this figure is daunting. At the same time, employers seek cost-effective strategies to…
    turkey

    Let’s Talk Turkey

  • Frightening headlines abound today about Turkey. Fears about how the plunging Lira could pose a risk to the country that serves as a geographic buffer between Europe and Syria, President Erdogan threatens that Turkey may go searching for “new friends” like Russia and Iran if the US doesn’t start showing some respect and terms like hyperinflation and contagion are being thrown around in articles and op-eds everywhere. There’s no doubt that world markets, economic policy and geopolitical relations are complicated.…
    the financial marathon

    The Financial Marathon

  • A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. I waited at the last bend before the finish line so I’d have a good vantage point for cheering my friend on. What I did not expect was the wave of emotion that washed over the faces of each runner as they saw the finish…

    Ready to Experience a Different Kind of Financial Planning?

    Request an absolutely zero obligation consultation so you can be the ultimate judge of how we do.

    Request Consultation