Part of our work as financial advisors is to prevent our clients from making costly mistakes. One of the most costly mistakes a client can […]
Costly Mistake, Easy Fix
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Efficient vs. Effective
I have recently been dealing with a noise incoming from the front end of my Ford Explorer. I am frustrated because the vehicle is now […]
Fear, Greed and Risk
So the last 12 months in the equity market have been interesting. Last fall, the markets were in turmoil declining over 14% for 4th quarter. […]
Fig Finance
In honor of the Spring Food Issue of Fig, I thought I’d share some lessons from the kitchen that may help with your investing. As […]
Financial Backpack
One of my favorite activities when the weather warms up is backpacking. I recently returned from a trip to the Shenandoah National Park where our […]
Financial Planning Challenges Of Pharmaceutical Executives Nearing Retirement
By Bill Reiner, CFP®, ChFC® Many of us begin thinking about retirement and the steps we need to take to get there when we turn […]
How To Make The Most Of Charitable Deductions Through Bunched Giving
By Bill Reiner, CFP®, ChFC® Charitable giving helps the causes that are important to us, while also helping to reduce our tax burden. And because […]
Important Things To Know About Long-Term Care Planning
By Bill Reiner, CFP®, ChFC® There are certain things you don’t want to gamble with in life: your retirement savings, how you raise your kids, […]
Live your Dash
Many years ago, I heard Lou Holtz speak at a professional conference. Lou was the popular football coach from Notre Dame who went on to […]
Millionaire Make Up
As a financial advisor for the last twenty-seven years, I have had a lot of conversations with clients about financial success. Most folks I speak […]