Building Trust

Trust is important in any relationship.  In a financial planning relationship, it’s essential.  Without trust it becomes impossible for the client and I to collaborate.  Trust is not one sided though, it’s a two-way street.  Both the client and I need to believe and...

What Investing is (and is not) 

Recently there has been a lot of attention placed on the wild financial gains of certain companies and trading platforms.  So much hype around what’s being made, who’s taking advantage of who, and stories of turning $20k into $200k in three weeks.  Top this off with a...

How much?   

In last week’s post we discussed an example of generating $10k a month in retirement income beginning at age 62 and lasting for 30 years (and more).  This may seem like significant monthly income and it is.  Retiring (in a metropolitan area or not) requires a fair bit...