Your Moment Of Financial Truth

Some damned smart minds have cracked the human genome. New science and technology discoveries are made daily. So with all our native intelligence it should be easy to make wise and appropriate money decisions, right? Not necessarily. Even the brilliant—the scientists, engineers, doctors, software designers with great levels of expertise and knowledge in their field—don’t… 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>