Vid's Blog
Our Knowledge is Your Power
Our goal with every blog post is to provide valuable information that could benefit you.
The ABCs of College Planning
When it comes to paying for college, there’s a lot to think about. There are many variables to consider, but the most important thing is recognizing the need for planning and taking action ahead of time.
What to Consider When Considering Early Retirement
Early retirement is not for everyone. Many moving pieces must be carefully evaluated. You need to understand where you’re at financially and the current tax rules so that you can make an informed decision.
The Mid-Point of Your Career: Creating Options in Life and Work
The mid-point is where you are starting to see your work pay off. Working with someone who understands your situation and can help you sort out all the pieces of your life can give you peace of mind and get you closer to your goals.
Complex Compensation Requires a Different Kind of Advisor
You’ve worked hard to be a high-earner, and it brings benefits but can create another layer of complication in your life. Working with a financial advisor that can provide the specialized advice you need can help you simplify things.
What to Do When Market Volatility is Rearing its Head?
It can be unnerving when it comes to market volatility, but with the right plan and proper guidance, you can navigate it seamlessly without losing sleep. As Warren Buffet says, “Stay the course.”
Estate Planning Is Not Only for the Ultra-Rich
The idea that estate planning is only for the ultra-rich is a myth. Some strategies are more effective for those with large estates, but the truth is that it’s for everyone.
Having Successful Money Conversations as a Couple
Having conversations about money is challenging. Communication is vital in all relationships, and it should extend into the financial side of the relationship.
Roth Conversions: Creating Flexible Income in Retirement
Roth conversions can work very well to create flexibility in retirement income streams and streamline estate planning. Careful deployment can minimize the tax hit during the conversion phase.
Is One Million Dollars Enough for Retirement?
One of the most common numbers that come to people’s minds when they think about retirement is one million dollars. But what if we told you that $1,000,000 may not be enough in today’s world?
Cash Flow Planning for Mid-career Professionals
As your financial journey unfolds, your goals will evolve, and your resources often increase. Ensuring that your planning matches your life stage is critical to growing wealth and staying on track.
Understanding the Fee-Only, Fiduciary Advisor Model
Fee-only, fiduciary financial advisors can help you build your wealth at any stage, for any goal – and you’ll always know they are acting in your best interest.
Three Dangerous Pitfalls of Mutual Fund Investing
Are mutual funds still the best option for your portfolio? Or there are any alternatives? That is the real question today’s Investor needs to ask.
From Our Founder, Vid
My Quest for Unbiased Advice led me Here
Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement.
