One upside of a receding, gray hairline is that I’ve seen a lot. Over 30 years in finance, I have…
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McDonald’s figured out long ago that, to boost sales, they could ask every customer, “do you want fries with that?”…
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Before year-end, we review each client’s tax situation to determine if there are last-minute moves they can make to reduce…
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One beauty of getting older: we have a lot more “real world” experience than our younger family and friends. That’s…
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If you spend less time thinking about how to give your money away than how to make it, you’re like…
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By Dan Routh, CFP®, Fee-only Financial Planner with Old Peak Finance and spouse of a veterinarian. “It will never…
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Over the past few years we have worked with an increasing number of divorcing or divorced clients. Divorce and personal…
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Overview Divorce and money can be a combustible mix. Especially if money was one of the drivers of a divorce,…
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I’m thrilled to announce that our colleague, Katie Villegas, is officially a CERTIFIED FINANCIAL PLANNER™. Katie did the coursework and…
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… will take time, a plan, periodic adjustments and a team effort. …
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