You don't have to avoid marriage to save money, but you do need to go into it with your eyes wide open.

If you are considering a major life change—whether it’s marriage, downsizing, or helping a family member—let’s run the numbers first. We can help you structure your finances so that you protect the security you’ve worked so hard to build.

The purpose of this blogpost is to educate new investors and to remind seasoned investors about what they really own in their investment portfolios: equities.

Traditional retirement accounts like employer-sponsored 401(k)s are a large part of retirement savings, but there are benefits to using multiple account types. Contributing to accounts outside of your employer’s 401(k) not only gives you greater investment choice, but can free you from: age restrictions on withdrawals, administrative burdens of RMDs, and valuable tax flexibility.