The Value of a Financial Advisor
Financial planning is a collaborative relationship where both the client and the advisor work together. As financial planners, Phil and Marcus help individuals and families...
Why Work Past 65?
More and more seniors are opting to work past 65. Recent data from the US Bureau of Labor Statistics show that nearly one-fifth of people...
Avoid Missteps after death of a Spouse
One of the most painful crises we will ever face is the loss of a spouse. If you are grieving, it is difficult to think...
Aspiring Adults Adrift
In 2011, sociology professors Richard Arum from New York University and Josipa Roksa fromthe University of Virginia published a book titled, “Academically Adrift.” In it,...
You may live longer than you think
Many of my ancestors have lived long, active lives. My paternal grandmother lived into her nineties in a small town in southern Arizona. Even during...
Working Hard to achieve “Middle-Class”
Although most of my clients are at or near retirement, one of their greatest challenges is helping friends and family who are working to get...
Investing in Family
By Philip O. Johnson, CFP® In the movie Field of Dreams, Iowa farmer Ray Kinsella, driven by a voice that whispers, “If you build it, they...
Ready or Not, Here Life Comes
I’m told that sunsets on Lake Powell are spectacular. The rock cliffs turn red and the reflective water mirrors the pink and orange clouds overhead. ...
I’m Handing You the Silver Platter
Several months ago, a client shared with me a conversation he had with his adult child. “Everything has always been handed to you on a...
