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.
Will Your Retirement Need a Bailout Too?
In 2022, the Biden administration announced $36 billion in COVID-19 money would go to Teamster union pensions in the Midwest and Texas. Pension funds are troubled and need fixing. Wall Street, bad regulations, short-term thinking, and mismanagement play a big role. But let’s not assume it’s easy to run a pension. Pensions have the same huge issue you do with your own retirement plan. It’s the number one worry of my clients and the primary reason people seek a financial planner.
You Won't Believe How Much Your Pension is Really Worth
Defined-benefit pensions in which the employee usually gets a fixed payment from the day they retire until death used to be the answer. Now they’ve been mostly replaced with the defined-contribution plans most of us know today. So how much 401(k) would one need to create an equal stream of payments from a pension?