Blog
What’s on our mind?
You can read about it in our blog. Whether it’s ideas from our friends in the industry or emerging trends, you can read about it here. And once in a while, we may throw in some other surprise. So keep checking in. We’re glad to have you reading along.
Medicare Open Enrollment Information
Here's some good information on concerns during this Medicare open enrollment period from now through December 7th:Open Enrollment Information
Read MoreStudent Loan Debt Relief
We just wanted to give a heads up regarding the implementation of President Biden's student loan debt relief program. Here are the details: https://studentaid...
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Your 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
Read MoreAmerican Rescue Plan Act Provides Relief!
American Rescue Plan Act Provides Relief to Individuals and Businesses On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes...
Read MoreWe Stand With You
In recent days, we have watched as outraged and frustrated protestors spilled out into the streets of American cities. Across our communities, unhealed wounds have been brought vividly to our attention once again. Our firm is...
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SRI30 with Sonya Dreizler
This is my final post on the SRI30 Conference that Miranda and I recently attended. I have been following Sonya Dreizler for quite some time on Twitter as well as her website. So I was VERY pleased that she was at the SRI30 and was...
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SRI30 - Making a Difference
At every conference I attend, there is always one session devoted to inspiration beyond our profession. At #SRI30, we were treated to hearing from five professional athletes who have devoted their lives to being agents of change in...
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SRI30 Report
Miranda and I have just returned from the SRI30 Conference in Colorado Springs. What an experience! This was my first time attending this annual conference which revolves around investing with a socially responsible approach. Future...
Read MorePax World 3rd Quarter Update
Most of our clients, including ourselves, are big believers in ESG screened investing. One of the leading mutual fund companies in this are is Pax World. They provide us with timely insights into the changing economic markets that...
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Mentoring Success
As I shared previously, I was a Mentor for HD Vest for 12 years. Here I am pictured with my first two proteges, Bill Serritslev of Solvang, California and Karen Freeman of Mansfield, Texas. Both of these proteges excelled during the...
Read MoreHD Vest Leadership Roles
I have been a financial advisor with HD Vest since 1999. But you may not be aware of the ways that I have or currently assumed leadership roles with the firm. Growing up in a family with many dedicated teachers (particularly my mother...
Read MoreRetirement in Sight Monthly Newsletter
If you are near or in retirement, we have an email newsletter for you - Retirement in Sight. Each month, we include new insight into concerns of current or future retirees. Also included is a little brain-teaser riddle. If you would...
Read MoreESG Pioneer Jeremy Dodson of Parnassus
We are often asked whether using ESG screening techniques (AKA socially responsible investing) means accepting a lower rate of return on our investments. This perception is a myth often accepted by other financial advisors that have...
Read MoreUsing Required Distributions from IRA for Charitable Giving
Do you have to receive required minimum distributions (aka RMDs) from your IRA account each year? If so and if you are charitably inclined, there is a very useful strategy for sending those distributions directly to a favored charity...
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George Kinder
Early on in my transition from being strictly a CPA to becoming a CPA financial life planner, I enrolled in George Kinder's intensive training, "Seven Stages of Money Maturity". It was through this training under the watchful eye and...
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Pax World CEO Insight
With so much uncertainty in the world, we often struggle to understand how we can help effect change. Here is an excellent article written by Pax World CEO, Joseph Keefe, on investing as a social change strategy: http://paxworld...
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Our Blog Kickoff!
Welcome to this initial posting to our new blog. We are excited to share updates with you here, particularly in these challenging and turbulent times. Through this blog, we intend to alert you to challenges and opportunities as we...
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