If a high-quality advisor can either help you increase your return by more than [his fee], or save you more than [his fee] in time, effort and worry, or save you more than [his fee] by preventing you from making the classic behavioral mistakes… he’s worth it. If the advisor can do all those things-and he very well may-then hiring a coach is a no-brainer. –Nick Murray

The following questions are designed to help you see “behind the curtain” of any firm with whom you might entrust your financial future.

At age 73, you're required to start taking money out of your 401(k). These mandatory withdrawals are called Required Minimum Distributions, or RMDs.

Market drops can be unsettling. But they aren’t new. In fact, they’re normal. We just experienced one during the past two months.

What’s also normal? Markets recover. Upturns follow downturns.

We were reminded of that recently. The market pulled back over 20%. Now it’s back near where it started. The clients who stayed invested—and the ones who added during the downturn—are seeing clear results.

Important numbers as it relates to taxes in 2025.

See how your 401(k) plan stacks up to industry averages.