Financial Planning Archive

15 Mar 2017

Four Tax-Saving Moves You Can Still Make For 2016

We are about a month away from the tax-filing deadline – usually April 15, but this year extended to April 18 – and hopefully you have gotten a start on your 2016 taxes.  Whether you have or
23 Feb 2017

How to Break Up With Your Financial Advisor, Nicely

A new client of ours recently posed a question to me that I wasn’t expecting: “How do I let my old financial advisor go?”  Turns out, she is not alone.