Updates
4 retirement challenges and how to face them with confidence
Are you experiencing more fear than usual right now? The financial world has seemed especially crazy this year. Money anxieties can get especially worse if you’re facing retirement. It’s easy to …
How to make yourself recession-proof
Are we in a recession? It turns out this question is so controversial that Wikipedia recently had to turn off edits to its “Recession” page. People were getting into arguments arou…
5 reasons to consider a Roth conversion
In March, Matt wrote about 10 smart financial moves to make during uncertain times. One of those savvy strategies? Consider a Roth conversion. Why? In several circumstances, Roth IRA conversions can …
Three ways our simplified fee structure works for you
You’ve probably heard us talk about our simplified fee structure before, but you may not realize that it makes us unique among financial planning businesses. We are a flat fee-only firm. …
Would a recession right now be that bad?
I remember the first time I saw a forest intentionally set on fire. Forest fires were one of the scariest ideas to a child living deep in the woods of northern Michigan. Growing up, we had over 4…
