by Liz Sylvan | Nov 6, 2019 | Investing, Retirement, Saving
If you’re like many of our clients, you have access to a retirement plan through your company. The most common type of plan we see is an employee-directed defined-contribution plan, like a 401(k) or 403(b). You probably have a 401(k) if you work for a typical...
by Nannette Kamien | Oct 15, 2019 | Cash Flow, General, Investing, Planning, Retirement
Is Your Money Being Used to Improve Your Life? There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL). Money...
by Sara Stanich | Dec 17, 2018 | Investing
Would you like to invest in companies which share your social or environmental goals? Are you concerned about indirectly supporting a industry or company you disagree with? If so, you may be interested in a movement known as “socially responsible investing”, also...
by Sara Stanich | Oct 8, 2018 | Cash Flow, Debt, Garden, Insurance, Investing, Planning, Saving
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out. Maybe I’ve been spending too much time in mine, but I think...
by Sara Stanich | Jan 10, 2018 | Investing, Taxes
2017 was a strong year for the markets around the globe. Here is a brief review of performance and key themes for the year. Equities Domestic Stocks: Improving economic performance and the signing of the Tax Cuts and Jobs Act of 2017, aided US stock...
by Sara Stanich | Feb 20, 2015 | Cash Flow, General, Insurance, Investing, Kids, Planning
For many of my clients, a life event or transition forces them to seek out the advice of a financial planner for the first time. You might have had a loose financial “plan” or set of expectations, but something happens to turn that plan upside down. Some of those...
Recent Comments