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quarterly review
Quarterly Review

2022 First Quarter Review: Extraordinary Influences/Inflation Concerns

Download the PDF copy here Executive Summary 2020 and 2021 were defined by extraordinary influences over the economy, namely, covid, efforts to contain it, and …

what you need to know about rsus
Articles

What You Need to know About RSUs

Have you been incentivized with equity-based compensation in the form of restricted stock units (RSUS)?  Here are five things to know in making the most …

roth-401(k)
Articles

Roth 401(k) for High Earners

With Roth-401(k)s increasingly offered alongside the traditional 401(k), high-income earners need a framework for deciding whether to take advantage and if so, how?   Understanding the …

supplemental retirement
Articles

Supplemental Retirement Account

What should you know? Supplemental Retirement Accounts provide an opportunity to increase retirement savings beyond traditional methods like the 401(k), 403(b), or Roth Accounts. Supplemental …

pension maximization
Articles

Pension Maximization

Lump-sum or annuitize?  Life-only annuity or joint and survivor annuity benefit? Pension maximization requires careful consideration of these questions and many other factors. Pension Maximization …

should crypto be part of your retirement
Articles

Should Crypto Be Part of Your Retirement?

Cryptocurrencies have grown in popularity.  Their popularity has included waves of speculation and uncertainty, warranting careful consideration before viewing it as a viable retirement investment …

Year In Review

2021 Year End Review Letter

Click here to view the full PDF Article

early retirement checklist
Articles

Early Retirement Checklist

The “Great Resignation” is in full swing and early retirement continues to grow in popularity. A well-prepared plan is often the difference between failure and …

Quarterly Review

2021 Q3 Review Letter

Click here to view the full PDF Article