Latest News | Pre-Retirement

Get the latest information and tips on financial planning.

Changes in the 401(k) landscape

With the Department of Labor fiduciary law going into effect this year, we've had many clients asking us about these rules and what they should expect. We have seen a large number of changes occur within the 401(k) landscape, especially within large companies, which can be…

Avoiding Overwhelm

Especially with new clients, we often hear people say they're so overwhelmed by their finances and money goals that they don't know where to start and their head hurts. Many of these folks are in the midst of a life transition - new job, buying a house, starting a family,…

Avoiding the Pitfalls of Windfalls

We often see clients, whether new or current families we work with, come to us after receiving a large sum of money, frequently from an inheritance or life insurance payout. Now, some people immediately go into lottery winner mode and start spending like mad. But we know if…

From Gambling to Investing

For lots of people, starting out investing in the financial markets feels a lot like gambling. It can be scary for even seasoned investors, but if you don't know what you're doing, well, it's next to impossible to develop a strategy that will work for you long term. Sure, it…

Seeing the Big Picture

Last week we got to witness the first round of the NCAA Sweet 16 followed by the Elite 8 games, and I think we can all say, wow! Buzzer beaters and upsets made it a fun few days of hoops for sure. It looked to me like Arizona, favored to make the Elite 8 or perhaps go even…

Navigating Market Madness

In the field of finances, money, financial markets and investing, to say things can get complicated is an understatement. Much like making March Madness bracket picks, people usually take one of three approaches to investments: they over-analyze everything trying to get the…