• Call Us: 425-373-9393

Do you have financial peace of mind?
Our Fee-Only Financial Planners Can Help.

Smart Money Rules™

LITTLE GREEN BOOK

* indicates required
little-2015-book1

Sign up for a free copy and also receive our free regular electronic newsletter
with even more tips and ideas to help you achieve financial freedom!

When Can I Retire?

Our RETIREMENT READINESS CHECK-UP is designed to answer that question and to give you the specific steps to make retirement under your terms possible.

Financial Freedom Blog

Recent posts

  • Update on DOL Fiduciary Rule

    November 29, 2016

    Two lawsuits aimed at overturning the Department of Labor (DOL) rule that requires financial advisors who provide advice on retirement plans (including IRAs) to act as fiduciaries have met with early defeat. A third lawsuit was heard last month and the judge in that case promised a decision quickly. To … Read More

  • Whole Lot of Guessing Going On

    November 16, 2016

    I was in someone’s office yesterday and the business news was on the television. On the table there was a copy of the Wall Street Journal. Both media were filled with headlines like “What the Trump Presidency Means for Investors” and “Trump and the Fed.” I also noticed on my … Read More

  • Post Election Thoughts

    November 9, 2016

    I think most of us wonder what a Trump Presidency will mean to investment markets in the coming months and years. I know one thing: guessing the future is as futile with Mr. Trump in the White House as anyone else who sits there. It seems to be a fundamental … Read More

  • How to Lose Money

    November 1, 2016

    I recently read an article with this title written by Harry Markowitz, the 1990 Nobel Laureate and the father of modern portfolio theory. I was amused and wanted to share his primary points. According to Dr. Markowitz, there are many ways to lose money, of course, but with tongue firmly … Read More

  • Major Money Mistakes By Decade

    October 25, 2016

    A recent Wall Street Journal article summarized what the writer sees as the major money mistakes by decades. For example, the writer states that: People in their 20’s invest too conservatively, Those in their 30’s live too large, People in their 40’s have big expenses for which they don’t plan, … Read More