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Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

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Lifestyle

A Financial Planner's Holiday Gift Guide

Submitted by Concierge Financial Planning, LLC on December 18th, 2017

A Financial Planners Holiday Gift Guide

Still wondering what to give your loved ones for the holidays? If you really want to make a difference in their lives, I have three great gift ideas. All are based on the belief that people remember the way they feel far more than they remember what they see or hear. All these gifts will guarantee your loved one an incredible feel-good holiday!

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The Economics of Exercise: Earn Thousands for Retirement the Easy Way

Submitted by Concierge Financial Planning, LLC on February 23rd, 2017

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What if I told you that there is a way to save for retirement without actually having to pinch pennies? You don’t have to deny yourself that shopping spree or that awesome trip. What’s more, you could potentially “save” hundreds of thousands of dollars. Does it sound too good to be true? Well, it’s not. All you have to do is exercise—hard!

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  • Social Security and Medicare
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6 Tips for a Cheap Valentine’s Date

Submitted by Concierge Financial Planning, LLC on February 4th, 2017

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Roses are red, violets are blue, Valentine’s Day can be cheap, hooray for you!

Right after New Year’s the red, pink, and white move in to the shopping aisles to serve as a perpetual reminder that Valentine’s Day is coming. It cuts into the closing months of winter with its oversized stale chocolate boxes, overpriced cards, and overwhelming expectations to a likely under whelming Valentine’s date. Yet, despite the kitsch teddy bears and faux roses, love on this holiday comes at a price.

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