Full Resource List
We take a "household CFO" approach, providing full-service financial planning and investment management with great services and ongoing supportat 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.
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?