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.
Practical Tips for Buying Term Life Insurance
As the second post of a two-part series on life insurance, we discuss term life insurance—the amount of coverage you should consider and other pitfalls to avoid. See previous post for more information.
Don’t Rely on Life Insurance from Employment
Life insurance is an important part of any financial plan, but buyers should beware. This is part one of a two-part series on the topic where we discuss the different types of life insurance – ones you should supplement (like that from your employer) and ones to avoid altogether. Part two will cover specifics about the amount, the process, and some resources.