Latest Blog Posts


First Steps on Path to Financial Security

My hunch is that most people would agree they “should” invest for the future. My second hunch is that many of them don’t know how to start and are afraid of making serious mistakes. One of our resident planners, Sterling Gray, summed up that fear eloquently in a post on the Read More

Passive Houses Gaining Popularity Again

A passive house is defined as a house that is able to use approximately 86% less energy for heating and 46% less energy for cooling than neighboring homes.  Passive house design eliminates the need for extra heating and cooling by building airtight homes that do not let in outdoor air.  Read More

Stock Market Predictions from a Broken Record

For investors, happy days have been here so long that it’s beginning to seem surreal. The United States stock market is at all-time highs; we have low unemployment rates and solid company profits. The big question is, “What will happen in the near future?” It’s a question that no reporter Read More

Do You Need Long-Term Care Insurance?

Do you need long-term care insurance? If so, how much do you need? These are not easy questions to answer. Adequate insurance coverage is foundational to good financial planning. Most of us insure our car, house, personal property, health, life, and income. Insurance for these risks is straightforward, standardized, and Read More