Month: February 2019

Case_For_Downsizing_Blog

The Case for Downsizing

  News
  housing, retirement
As you near retirement you will be required to make many important and sometimes irrevocable choices. Retirement housing decisions are among the most important. Should you payoff your mortgage prior to retirement?  What are you going to do with your home once you retire? Is it wise to stay in your house, or would you…
Read More
Comprehensive Financial Planning

The Difference In Comprehensive Financial Planning

  News
  comprehensive planning
Financial planning is a diverse field.  It uses economics, finance, law, communication, psychology, and so much more to help promote balance, independence, security, and joy in one’s financial and personal life. Sometimes financial planning engagements take the form of a short project, an event, or an answer to an important question related to one or…
Read More

Archives