Blog

There is ongoing academic research regarding how much money it takes to be happy, or at least satisfied, with one’s financial life.  While the numbers vary, at a certain point, studies show that increases in annual income no longer seem to bring greater happiness.

There are a few factors that should go into answering the question “which account do I withdraw from?”.

As advisors, we’ll think about several factors: 

Avocado toast is the silly yet controversial topic of the month in the world of finance and social media.  It started in Australia with millionaire and real estate mogul Tim Gurner commenting that if millennials gave up avocado toast (representing discretionary spending much like a Starbucks Latte has come to represent here) they could afford to buy houses.

Dentists:  We have started working with a practice analytic software company to provide an add-on service for those clients who may want help quickly and easily tracking what’s going on in their practice.&nbs

A few things to check on your home insurance:

Be sure you have enough coverage to allow you to rebuild in the event of a catastrophic loss. 

The holidays may seem an unusual time to talk about budgets and financial planning.

A common question I hear is “when can I stop working?”  Not that the client necessarily wants to stop working, they just want to know that they can stop.  That

Sometimes dentists care so much for their patients and sacrifice so much for their employees that they short themselves and their own families.

There are some special situations that affect Required Minimum Distributions (RMDs) that you may need to be aware of; having a younger spouse, inheriting an IRA, holding an illiquid asset, having a late-in-the-year birthday and working past 70.5 can all impact the required distributions.  

A spouse who is 10 years younger

We've spent several weeks covering Required Minimum Distributions (RMDs).