Key Distinction of a FINANCIAL PLAN
October 25, 2016
It must be dynamic, flexible, subject to editing as life changes and progresses (best served by an online financial planning…
Blog
Looking for financial guidance that is clear and pressure free? This blog covers the questions we hear most often, from retirement planning to investing basics and everything in between. As a fee only fiduciary firm serving St. Louis and St. Charles, our goal is to help you understand your options and make decisions you feel good about.
What a FINANCIAL PLAN Accomplishes
October 24, 2016
Done correctly, its ultimate purpose is to be a road map, a guide, the central piece in financial decision making.…
The Dentist and the Financial Planner (Part 2)
October 21, 2016
Having the Good (dentist and financial planner). We also want the positive achievements that come with a wise process. We…
The Dentist and the Financial Planner (Part 1)
October 20, 2016
As a good dentist is for our teeth, a good financial planner is for our finances. Why would someone have…
Relying on Guarantees
October 18, 2016
“The point is how do you know the Guarantee Fairy isn’t a crazy glue sniffer.” -Chris Farley If we…
Grief: Not Reserved Solely for Death
October 17, 2016
“All the art of living lies in the fine mingling of letting go and holding on.” -Havelock Ellis Every…
Are People Happy in “Early” Retirement?
October 13, 2016
Very rarely, yes. Most often, no. So, why do we pursue this as a perceived worthy goal? “Men do…
Just Tell Me What To Do
October 11, 2016
In our lives, we’ll be on all sides of certain roles. The student AND the teacher. The kid AND the parent.…
Your Home and the Stock Market
October 10, 2016
Imagine backing out of your driveway each morning. As you back up, you look above your garage door. Above…
The Lottery: Get Rich, Right?
October 7, 2016
It sounds a simple concept. Give people hope of instant riches. Someone will win. Those that don’t can feel good.…