About
Registered Investment Advisor
Fiduciary
Independent
Fee Only
No Minimums
No Commissions
Services
Customized Financial Planning
Investment Management
Retirement Accounts
Social Security Analysis
403(b) Retirement Plans K-12
Retirement Income Planning
Pricing
Complimentary Introductory Meeting
Investment Management
Monthly Retainer
Hourly
Project Based
Annual Flat Fee
4th Quarter Market Commentary
2 Minute Read The market continued its rally through the fourth quarter of 2019, helping to finish off one of the best years since 2013. Here are the 4th Quarter and Full Year 2019 returns of several notable assets:
Retirement Planning Changes Coming in 2020
3 Minute Read The SECURE Act was officially passed in congress last week, putting into law the most significant changes in retirement planning in years. I will be discussing any applicable planning items with each client at their next review meeting.
GE freezes pension and offers buyouts
2 Minute Read The conglomerate GE took steps earlier this month to shore up their retirement program by freezing the pensions of 20,000 existing employees and offering buyouts to 100,000 former employees who have yet to start collecting their benefit.
