One-Trick Financial Advisors
It pains me to say this of a profession that I love, but too many…
SFSMarch 29, 2018
When Do You Need a Financial Advisor?
Last week I attended the Silicon Slopes Tech Summit that celebrates the booming Tech sector…
SFSFebruary 2, 2018
Medicare Open Enrollment
Medicare open enrollment is right around the corner. If you are already using a Medigap…
SFSOctober 12, 2017
After 35 Years, the 401(k) Dominates Retirement Savings
The people who helped start the 401(k) revolution in 1981 lament what has become of…
SFSJuly 7, 2017
What Tech Employees NEED from Financial Advisors
I recently surveyed tech employees to find out how financial advisors can better address their…
SFSJune 14, 2017
2017 Tax Update
2017 Tax Deadline: April 18th For you procrastinators, there is some good news regarding taxes…
SFSMay 3, 2017
How Much Should You Save For Retirement?
Research shows that we, as Americans, are saving far too little to support retirement lifestyles…
SFSMarch 28, 2017
The Family Bank
Many clients have wondered how to give money to adult children without creating dependence. Financial…
SFSDecember 28, 2016
Tax Harvest
The fall harvest is in full swing and will shortly be coming to an end.…
SFSOctober 5, 2016
Women Should Save 2 Percent More Than Men
In an age where women have an increased influence in the workforce, it doesn’t seem…
SFSSeptember 15, 2016