Money notes
Short notes on the questions clients ask most — retirement, tax, investing and family.
RetirementHow much do you really need to retire?
The 4% rule, what it misses, and the number we actually use with clients.
TaxRoth conversions, explained on one page
When they pay off, when they don't, and the years to watch.
InvestingWhy we rebalance only four times a year
Less trading, fewer taxes, the same risk.
FamilyThe folder every family should have
Accounts, passwords, wills and who to call — in one place.
Your first step
Forty-five minutes on video with an advisor. You leave with three things to do next — whether or not you hire us.
- ✓Free, no obligation
- ✓An advisor, never a salesperson
- ✓Three next steps, in writing
Pick a time
You'll talk to Helena Marsh, CFP®