Sometimes planning for retirement isn’t entirely about money.

Some early financial behaviors that may promote a comfortable future.

Founding Principal, basketball fan, and all-around good guy

A friend of one of our long-time clients had a problem: they had invested the majority of their 80-year-old mother’s money with an advisor with the goal of creating more safe, “dividend income” — but since investing with this advisor, her account was down more than 25%!

A very important birthday is coming up …