Financial planning intimidates people. In its early stages, they do not know what to expect, what to answer and what they will have to divulge to create a realistic plan. In this blog post on the planning process, let me remove the fear and talk about how we begin to work with our … [Read more...] about Discovery Starts Your Planning
What a year it has been – and as if Covid-19 and the election were not enough, there’s been new legislation impacting retirement plans and taxable investment accounts. Despite the legislative changes, you can still increase your savings and possibly lower your 2020 taxes. And there are new ways to … [Read more...] about Actions to Consider Before 2020 Ends
Working out has never been my favorite pastime. But like most of us, I find that it is a necessity. There are many who do not like going to a gym, including me. However, it can help me get motivated when I work-out with others who are enduring the same activity. Therefore, I joined a gym. Not … [Read more...] about Training and Planning for Your Future
Rainy days are perfect for watching a movie and this spring we had more than one opportunity to take advantage and spend an weekend afternoon in front of the screen. One movie that we recently watched was About Time, an entertaining tale about a father and son who are able to travel back in … [Read more...] about Regrets holding you back?
As an independent fee-only financial advisor based in NJ, we act as a valued partner who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the … [Read more...] about Design, Build, & Protect Your Future
I wanted to write about the way we approach the financial planning process in order to take the fear of the unknown out of how we begin to work with our clients. The process will be broken into four separate posts and will hopefully illustrate the ease to taking the step to getting control of your … [Read more...] about The Planning Process – Ongoing Partnership