True Fee-Only Financial Planning & Investing
"If you’re looking for a trusted advisor who upholds a fiduciary standard, putting your needs first and provides objective advice not tied to the sale of an investment or insurance product, then you’ve come to the right place."
Steve Stanganelli, CFP®, CRPC®, NAPFA Registered Financial Advisor
Newsletter Roundup: Choose Your Own News …
When is a Roth IRA conversion right for me, asked a pre-retiree recently. Well, it depends. And while never a satisfying answer, it is a personalized decision based on many factors. Let's say you're in a similar position as this pre-retiree who
How should you be reacting to a market meltdown? Markets go up. Markets go down. Sometimes suddenly and deeply. Before you jump off a cliff take a deep breath and remember that how you decide on reacting to a market meltdown will make a big
As the calendar nears another school season, parents invariably ask what are the best ways to pay for college without huge debt. In the college funding portion of my financial planning practice, I use all sorts of strategies to reduce potential
Whether you are a retiree or an investor accumulating for a goal, you probably have fixed income assets in your portfolio - at least you should. With the prospect of higher interest rates on the radar, investors need to consider bond ETFs to hedge
With Greek default imminent, what's next? Investing when the sky is falling is a stomach-churning exercise. You have to have faith - in yourself, your investment managers and your plan - as well as a medicine cabinet filled with bottles of Tums.
We all invest for different reasons but one thing we have in common is that we don't want to lose money. As an investor you want to buy low and sell high. And you want to protect your nest egg from large market losses that may devastate your
Can index investing be too good for investors? If everyone just follows the market, will we all fall of the cliff together? I don't think so. But I'm biased here. For those who are clients, you know that index investing is at the core of my
A lot has been written about the trend toward automated online investment platforms that rely on mathematical models and algorithms. Can robo advisors replace financial planners? I don't think so. In the long-run, they can work together. I believe
If you want to be prepared for your retirement, then take charge of your financial future. Unlock the power of your self-directed IRA. Are you tired of making investments that someone else thinks are good for you? Would you like to make
While many are still recovering from another tax season, you may benefit by looking ahead to do tax planning to lower your income tax bill when you sell a business or property. Whether you are an owner of a privately-held business or investment