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Wednesday, March 22, 2023

Three takeaways from Christian Chan of AssetMark: This is not a global crisis. Financial conditions have tightened towards the Fed's goal of lowering inflation and slowing growth. Volatility accompanies uncertainty....

Monday, March 6, 2023

About WFS: What to expect from a Certified Financial Planner, CFP®

Monday, March 6, 2023

We became interested in this topic after an office colleague reported on his frustrating parental week-end.  The 13 year old daughter had a meltdown/tantrum argument with her mother.  Dad...

Wednesday, February 22, 2023

¹https://home.treasury.gov/policy-issues/financial-markets-financial-institutions-and-fiscal-service/debt-limit² https://fiscaldata.treasury...

Wednesday, February 22, 2023

 

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Tuesday, February 21, 2023

We all live with the normal continuum of change and then there are the big, life-changing events.  It might be unexpected changes in health, relationships, and career that impacts life going forward. Some call them...

Tuesday, February 21, 2023

A CFP helps you anticipate your good life ahead. You lay out the life that you hope to live with the resources you expect to have.   Each year you visit your plan to see how your savings, investments match your spending for your....

Wednesday, February 1, 2023

2023 Financial Fitness Checkup Now is the perfect time to look at various aspects of your life and develop a plan to improve your financial fitness. Below you’ll find a list of questions that may have an impact on your financial...

Wednesday, February 1, 2023

1) Changing the age of the required minimum distributions. Three years ago, SECURE Act 1.0 increased the age for taking the required minimum distribution, or RMD, to 72 years from 70½. If you turn 72 this year, the age...

Wednesday, February 1, 2023

What’s Working Now: Take a measured approach with widows. Like others facing huge life transitions, widows are experiencing heavy anxieties that may cloud their decision-making. This advisor’s nuanced approach...

Thursday, January 12, 2023

An analogy as suitable to investors as it is to business leaders….Good to Great  “Why Some Companies Make the Leap…and Others Don’t” by Jim Collins; Harper Collins Publishers, 2001.(Think...

Thursday, January 12, 2023

The Pain of Market VolatilityLance Armstrong always mentioned the worse weather conditions, the better for him.Why? Because he knew everyone else hated it, and he could suffer better than the rest.More Lance: Pain is temporary. It may...

Wednesday, January 4, 2023

With three major pieces of tax legislation passed within the last three years, we have more nuances, more inflation adjustments, more expiring tax breaks, and more rules to follow than ever before. Stay on top of the details with...

Monday, November 28, 2022

What are the categories of responsibilities for a well organized financial life?  What are the key skills that need to be developed over time?  What tasks need to be addressed to increase stability and security?  These...

Wednesday, November 2, 2022

Are you a modern elder? A quiz.As I learned at Airbnb at age 52, where I was twice the average employee's age,you can become an elder at virtually any age. A pro athlete, a software engineer, adigital marketing whiz kid, and a fashion...

Tuesday, March 1, 2022