Full Resource List
We take a "household CFO" approach, providing full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer.
We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
Housing and Services Considerations for Middle-Income Aging Parents
Aging-related issues are much like financial planning – every family’s situation and needs are so different there is no “one size fits all.” The “how do I help my parents with [fill in the blank],” can range from a simple referral to complex housing and care needs.
Are You Missing Out on Medical Expense Deductions?
Taxes have become the #1 issue clients want managed. One big, missed opportunity I see is not deducting medical expenses when they can. In recent years, fewer Americans have claimed medical deductions compared to mortgage interest and charitable donations. This blog shares some key medical deductions you should consider.