Retirement Plan Limits for 2020 Announced

Retirement Plan Limits for 2020 Announced

The 2020 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2020. If you are an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change your...
Navigating a Sea of Emotions

Navigating a Sea of Emotions

We’re in San Diego this week for the Schwab IMPACT conference. There are 5,000 advisors and other financial services industry professionals here at the San Diego Convention Center. This is one of the most impressive conferences we’ve attended in our 30+ year careers....
Divorce in a Changing Landscape

Divorce in a Changing Landscape

Perhaps one of the most interesting shifts in societal norms in the US has been the growing acceptance of divorce. This has happened because of economic empowerment, growing tolerance of divorce within organized religions and changes in social norms. It was not until...

Traveling on Credit

Over the many years that we’ve been building financial plans for our clients, we’ve noticed that travel is a very common goal in retirement. And it makes sense – after decades of work with limited time off, you finally have the opportunity to visit places and do...

When Clients Walk

We occasionally part ways with clients, and the reasons for doing so vary. Some move away and prefer to find a new advisor closer to where they live. Some pass away. Some realize after some time that we’re not a “good fit” for them. While we never like to lose...