Two years ago this last week, courts in New Mexico ordered that county clerks must begin issuing marriage licenses to same-sex couples — and the next morning, Kim and Rose were among the first in line at the Santa Fe County clerk’s office. They had been the first named plaintiffs…
It seems like at least once a year each of the main popular financial magazines and websites publish a list of “the seven things you need to know about your financial planner”, or “the ten questions you need to ask before you hire an investment advisor”. In light of the…
Today’s feature: a guest post by our friend Bob Dreizler, an SRI-focused investment advisor and financial planner based in Sacramento. For more about Bob, visit his website, www.bobdreizler.com. Social Security is about to celebrate its 80th birthday. Born in the heart of the Great Depression, it has survived wars,…
There are a handful of questions that most financial planning clients bring in our front door. The answers can vary widely, of course, since the situations folks face are so very different. But there are some commonalities, some points of contact — and in this series, we’ll look at a…
The news is full of stories about Greece’s debt default, their “no” vote on an important referendum, and the chances of their exit from the European Union / “Eurozone”. The New Yorker has a pretty good example, with some significant commentary. Because this situation is unusual, neither the pundits nor…
There are a handful of questions that most financial planning clients bring in our front door. The answers can vary widely, of course, since the situations folks face are so very different. But there are some commonalities, some points of contact — and in this series, we look at a…
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