Deciphering Your Money Mindset

You arrive at adulthood—somehow—after spending years in and out of school, learning from books, teachers, friends, the media and our parents. As a child, you absorbed lessons through experiences, often at the periphery of what you witnessed or overheard. The problem is, none of us could decipher whether those lessons would be helpful, supportive or… Continue reading>

The Game Is Rigged? Of Course It Is!

Since Michael Lewis’ book “Flash Boys” hit the street, the buzz has been loud and raucous. It started with the “60 Minutes” interview featuring Lewis and Brian Katsuyama, who helped parse out the high frequency trading issue.  “Trust is a differentiator?” Brian Katsuyama said incredulously during the interview. The fact that a significant portion of… Continue reading>

John and Ann: Deciding What Matters Most

Leading up to retirement, John and Ann wanted nothing more than to move away from the hectic NY lifestyle and live in their rural escape in New Hampshire. We reviewed their budgets and held many conversations regarding the cost of living, their expectations for income and the amount of their resources at retirement.  Six years… Continue reading>

Candace: A New Widow Wondering What’s Next

Candace had just lost her husband barely two months earlier when she was referred to us. She was, understandably, in a highly emotional state. What made her so anxious to meet with a new financial advisor? Her husband had died suddenly and she had no idea whether she could safely grieve without financial worry. We… Continue reading>