Determining a Retirement Savings Rate

As we meet with new families, we continually hear the same two questions: 1) are we making good decisions with the money we earn, and 2) are we saving enough for retirement?  These questions are typical whether a person is 35 years old or 55 years old.  According to the Federal Reserve Bank of St. […]

Finding the Best Order for Funding Retirement

With a task as important as funding your retirement, determining which accounts to fund and in what order should not be taken lightly.  Whether it’s a company plan, individual retirement account or taxable account, there are a lot of ways to save for retirement.  So how do you decide where to put each dollar you […]

Balancing Saving and Giving

Most of our clients aspire to be financially self-sufficient.  As those clients age, we notice some amount of transition into wanting to benefit others with accumulated resources.  This giving can range from donations to charities of interest to paying for a grandchild’s education to helping a friend in need.   We have been fortunate since the […]