by Curtis | Jul 29, 2021 | Financial Planning
It’s not about how much money you have to pass on to your kids – it’s about teaching them to be money-wise. Sound financial knowledge can help them make smart financial decisions now, and in the future. There are key concepts and topics that create a foundation they...
by Curtis | Jun 22, 2021 | Financial Planning
Talking about money can be taboo even with significant others. We all have different money hangups, approaches, and scripts about our relationship with our finances. Among couples, one person typically takes responsibility for the daily finances. This allows us to...
by Curtis | Jun 22, 2021 | Financial Planning, Retirement
There are all sorts of different advice on spending in retirement. The most commonly discussed advice is the 4% rule. This research suggests that one could spend 4% of their original retirement portfolio per year, and increase the spending amount by inflation each...
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