-Oct 5, 20213 minA Term You Should Know: Dollar Cost AveragingOne of the most common statements I hear from clients is that they wish they had learned more about personal finance somewhere in their...
-Nov 25, 20203 minA 2020 Thanksgiving ListHappy Thanksgiving! I recently sat down with my daughter to read a story sent home by her teacher as she learned about the first...
-Aug 13, 20203 min10 Financial Mistakes Physicians Should AvoidNo one said that one of the hardest parts of being a physician would be managing the money. But like most things in life, it’s rarely...
-Aug 6, 20203 min4 Must-Dos to Plan for College CostsThere are a few sure signs that fall is just around the corner. The days are getting noticeably shorter, a few of the earliest leaves are...
-Apr 30, 20203 minLetting Go of PerfectionThe cost of leaving money uninvested or not putting a risk protection plan in place until you get around to learning more can be high.
-Apr 8, 20203 minTarget Date Retirement Funds: The Pros and ConsFor many retirement savers, target date funds have become a popular option. For TSP, 401(k) and 403(b) participants, a target date or...