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Hiring a Financial Planner Starts With 20-minute Phone Calls

  Attention all you late 40-, 50- and early 60-somethings who have attempted and “failed” to hire a financial planner: Simplify your…

Misconceptions Busted on How Financial Planners Get Paid

May 4, 2022 Two common misconceptions need to be cleared up before you can even start to understand how financial planners are…

Pay Your Financial Planner Your Way

April 15, 2022 When you pick a new financial planner, you want to be clear about how that person gets compensated, whether…

Hold Your Assets in the Right Place – Investments in Retirement v Non-retirement Accounts

April 7, 2022 Not only is it important to understand the different types of wealth-building accounts but to understand what kinds of…

Why Withdrawals in Market Downturns Suck – Understanding the Sequence of Returns

March 2022 It’s no secret that any market — stocks, bond, real estate, cryptocurrency, etc. — goes up and down. What may…

What To Do With Your Retirement Account at Work When You Leave

February 2022 When you leave your job for whatever reason, and you have a retirement plan with that to-be-former employer, you’re at…

What Reading a Book a Week Taught Me About Financial Planning

January 2022 Last year I decided to read a book a week, which is a pretty audacious commitment for someone who doesn’t…

Moving On, Moving Up or Moving Out

December 2021 I serve many clients who live in the San Francisco Bay Area, which is a beautiful but expensive place to…

Financial Planning Excels with Complementary Services

November 2021 Financial planning encompasses a long list of analyses and tasks.  The reality is that my firm alone can’t possibly do…

Avoid the Biggest Mistake Investors Make

October 2021   What’s the biggest mistake investors make? Not doing something significant with their money. They build their careers, they make…

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