Beyond Basic Instincts
By Nicholas HamnerInvestment Advisor [email protected] If you’ve been to our office, you know we are deep within nature. We’re surrounded by woods and water and we have all manner of […]
financial security in retirement
Kyle Discovers Old Town, New Town, and a New Perspective
By Kyle PlotkinInvestment Advisor [email protected] There’s an old saying I’ve always liked: Americans think 100 years is a long time, and Europeans think 100 miles is a long way. I
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Doing The Right Thing, The Wrong Thing, Or Nothing.
Whether it’s lack of inertia… or hesitation… or full-blown procrastination, delaying key investment decisions is a good way to miss out on opportunities. As the old saying goes, “You can
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Another Perspective on Inflation
By Kyle PlotkinInvestment Advisor [email protected] We have written many times in this space about inflation: what it is, how it is calculated, and the impact it has on your financial
Your 2026 Personal Finance Calendar: January, February, and March
Staying on top of your finances means having a plan throughout the whole year. It’s not just making a budget and balancing your checkbook. There are a lot of things
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Be Resolute In Your Resolutions
by Kyle PlotkinInvestment Advisor [email protected] Am I the only one who can’t believe we’re already at the end of 2025? In some ways, the year flew by. In others, it
You Get Bad News. Now What?
By Nicholas HamnerInvestment Advisor [email protected] We’ve written before about the specialized training Kyle & I receive to enable us to work with Federal employees. And we’ve written about the workshops
Peter Predicts The Future of Social Security
by Peter WechslerPresident & Co-Founder, Franklin Retirement [email protected] First, I wanted to thank so many clients for the birthday wishes last week. One couple gave me a custom bobblehead with
Should You Stop Funding Your 401(k)?!
By Nicholas HamnerInvestment Advisor [email protected] If you use a Windows computer, chances are you see the MSN frontpage when you open your browser. And there was a terrible article on