What To Do With A Concentrated Stock Position

Photo by rawpixel.com from Pexels Back in 2007 I worked for a large bank. One of my co-workers was a long-time bank employee – he had been through many mergers and he really believed in the capabilities and future success of the bank. One day he...

What’s it like to work with a financial planner?

Have you ever worked with a Fee-Only financial planner before? You’re not alone if you answered “no” to that question. We work with many clients who have never worked with a financial planner and aren’t sure what to expect. Let’s dive into the details to give...
5 Estate Planning Tips For Unmarried Partners

5 Estate Planning Tips For Unmarried Partners

Are you in a committed relationship but not married? You have some unique planning considerations when it comes to retirement and estate planning. Let’s go through 5 “must-haves” to protect your partner. (This is not legal advice.) 1. Retirement Account Beneficiaries...
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