Developing Your Financial Plan

Developing Your Financial Plan Facebook Twitter LinkedIn Having a solid financial plan for your family is more critical today than ever before.  Pensions are disappearing rapidly (only 25% of civilian workers and 15% of private industry workers had access to a pension in 2022 according to the Bureau of Labor Statistics).  As a result, you […]

SECURE Act 2.0 Key Features

SECURE Act 2.0 Key Features Facebook Twitter LinkedIn On December 23rd, 2022, Congress passed the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0 bill.  SECURE Act 2.0 contains many provisions that could impact your financial plan, so I wanted to give a brief description of the most impactful of those provisions (at […]

Common Financial Mistakes

Common Financial Mistakes Facebook Twitter LinkedIn As a flat fee financial planner, I tend to work with younger clients who haven’t yet built up enough investable assets to land on the radar of the “1% of assets” advisory firms.  I have a passion for teaching younger tech professionals and business owners good financial habits.  Here […]