What is Financial Success?

If we look at society and societal norms, a lot of weight is given to success when it comes to defining happiness. If we see a person who is successful, it is often assumed that they are happy. On an existential level we should consider what it all means. In reality, we actually have no idea whether or not that person is either happy or successful; for a couple of reasons: First of all, we can only measure someone else’s success or happiness by what we know about them.

Read More
Just Married and Starting a Family - Role of The Financial Advisor

John and Sally have been married 5 years. The 35-year-old computer programmer works at a major software company, while Sally, 32, works part-time as a freelance photographer and full-time as the mother of a 3-year-old son and a 5-year-old daughter.

Read More
All the Questions You Have Ever Had About RMDs Answered.

We have another excellent blog post from the Financial Advisor Blog Sharing Group. As a reminder, this includes like-minded financial advisors from around the country. All the participating financial advisors are Fee-Only meaning the advice is objective and free from conflicts of interest. This article is from Dave Fernandez of Wealth Engineering. His article is all about RMDs.

Read More
Behavioral Biases

Today we have another article in from the Financial Advisor Blog Sharing Group. This group is made up of other like-minded financial advisors from around the country. This group only includes Fee-Only financial advisors so the blog posts will be objective and free from conflicts of interest. Gregory Johnston of Johnston Investment Counsel from Peoria Illinois is the next contributor.

Read More
Q2 2016 Quarterly Market Update

Can you believe the year is half over. The markets have had quite the ride but where did they end up after 6 months? Between BREXIT, Rising Interest Rates, Falling Oil, multiple Terrorist Attacks, and many other news headlines that you should ignore, you'd think we would be in the middle of a bear market. Well, we're not. Just click on the below picture to download our Second Quarter Stock Market Review.

Read More
Understanding Retirement: Five steps to plan with peace of mind.

Today is another article in from the Financial Advisor Blog Sharing Group. This group is made up of other like-minded financial advisors from around the country. The purpose of the group is to share useful content and spread the word about the virtues of Fee-Only financial advice. The second contributor in this series is written by Michael Garry of Yardley Wealth Management from Pennsylvania.

Read More