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a piece of the puzzle - a portfolio is not a plan

A Portfolio Is Not A Plan

Many folks have been contemplating their next steps for quite some time and they've built up savings and investments in preparation for this next stage. But having a portfolio is
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Roth IRAs Explained

Roth IRAs Explained

A Roth IRA is an Individual Retirement Account to which you contribute after-tax dollars. Understanding the role a Roth IRA can play in your financial planning is key.
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where does past performance matter

Where Does Past Performance Matter?

So, what does this recent roller coaster ride mean for future stock prices? Nothing. Well, almost nothing. Let’s discuss where past performance does matter.
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What Your Net Worth Does – And Doesn’t – Say About You

Your financial net worth is the sum of all of your assets, less the sum of all of your liabilities. Essentially, this number is the result of building your personal
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financial planner

Why Work with a Financial Planner

Why work with a financial planner? Even if you have an accountant who prepares your tax returns and someone who manages your investments, there are many reasons why you should
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Are your assets really liabilities?

Are Your Assets Really Liabilities?

While it is important to have a good idea of your net worth, your net worth doesn’t really represent what you have available to spend. Understanding which of your assets
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