Our Thoughts
What Will Your Retirement Actually Cost?
My last post centered around starting retirement planning with a vision, not a number. It’s tempting to jump straight into the math. But before you
Retirement Isn’t a Number. It’s a Vision.
Most people start planning for retirement by asking, “How much do I need?”That’s a fair question. But if you’re like the thoughtful, intentional clients I
Tax Implications of the One Big Beautiful Bill Act
During President Trump’s first term, the Tax Cuts and Jobs Act (TCJA) of 2017 made several major changes to tax laws. To limit the projected
Tom’s 2025 Q1 Economic Update
So far in 2025, U.S. stock indexes are down while bonds and international stocks are up. After a positive 3% return in January, U.S. stocks
Deciding when to claim Social Security
Social security is an important component of retirement planning for most retirees, even affluent ones. If you have earned income each year over a long
Markets & Mayhem: A History of Geopolitical Crisis and Market Resilience
“Don’t just do something, stand there!” – Jack C. Bogle, founder of Vanguard When markets experience turbulence, as they have for the past several weeks,