Can a Latte Delay Your Retirement?

Can a Latte Delay Your Retirement?

What is a cup of coffee worth to you? For many, coffee is a huge part of their morning routine. But could that grande latte from Starbucks cost you your retirement fund? Many of the people I meet with, especially young people who’ve recently entered the workforce,...
The Importance of a Fiduciary

The Importance of a Fiduciary

You’ve taken great care, been disciplined in your spending and saving, and worked hard to get where you are today. Now, it’s time to start considering a financial planner – someone who can help you direct and optimize your wealth for the long term. As you begin...
Do You Need a Will or Trust?

Do You Need a Will or Trust?

A surprising number of Americans don’t have an estate plan at all.  They don’t have a will, a trust, or any other estate planning documents in place.  This is by itself a tragedy for the survivors who are left behind.  It is hard enough to lose a loved one, but to be...