Financial Planning

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Can a Greek Paradox Inform Thinking on Financial Planning?

The Ship of Theseus There is an ancient thought experiment centered on The Ship of Theseus. Greek Historian and writer Plutarch paints the scene based on Theseus, the King and founder of Athens. After many famous conquests on a ship, Theseus returns to Athens, where his ship becomes a museum piece. In the coming years, [...]

By |2020-09-14T09:09:15-05:00September 14th, 2020|Financial Planning, Investment|

The SECURE Act and Your Retirement

The SECURE Act and Your Retirement As part of the approval of a recent spending bill, the House and Senate have also approved the SECURE (Setting Every Community Up for Retirement Enhancement) Act. In general terms, the goal of the legislation is to expand and preserve retirement savings programs. All changes became effective on January [...]

By |2020-09-04T14:48:06-05:00January 3rd, 2020|Financial Planning, Retirement|