by David Schaeffer | Sep 19, 2016 | Uncategorized
Success Story of the Month: Grown Kids!!! Ahhh!! By David S. Edge Unfortunately this is a tale of woe we hear many times from many clients who have grown kids who are not quite as successful as they wish they were. Fortunately, there are answers for these grown kid...
by David Schaeffer | Sep 14, 2016 | Uncategorized
Good idea. Poor execution. By David P. Schaeffer The Affordable Care Act is still a hotbed of controversy. My point of view is not political, it’s practical. We have hundreds of clients that are under the age of 65 and covered on individual health insurance plans. It...
by David Schaeffer | Sep 6, 2016 | Uncategorized
Who is in control of your retirement income? We can help! If your portfolio goes up and down every time a headline hits the news, but your expenses stay the same, is that a problem? Are you concerned about running out of money in retirement? Are taxes eating into your...
by David Schaeffer | Aug 25, 2016 | Uncategorized
End of Summer Dog Days! By David S. Edge While we still have a few more months of hot weather it’s time to get the kids ready for back to school or maybe get in that last week of vacation before Fall. Regardless of what’s on your agenda, August is either a remorseful...
by David Schaeffer | Aug 23, 2016 | Uncategorized
Success Story of the Month: Eliminate Fees! By David S. Edge (The details of these stories have been changed to maintain confidentiality) Rowan and Linda were reviewing their retirement funds when they both got disgusted with their meager earnings and the...
