High in the foothills of the Pyrenees, Saint-Jean-Pied-de-Pont is alive with purpose. Backpackers of all ages, holding their pilgrim’s passports, fill the streets. By tradition, this medieval village is a starting point for the Way of St. James, a 500-mile sacred route across northern Spain. For o...
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In honor of Father’s Day this Sunday, I thought I’d relay some lessons my father has taught me (consciously or not) throughout the years. Don’t spend more than you earn. This seems obvious, but evidence says many of us forget this. It’s hard to not take advantage of easy credit when you know...
By Sam Swift, CFA, CFP® Yes, Dad, You Did Actually Teach Me A Few Things In honor of Father’s Day this Sunday, I thought I’d relay some lessons my father has taught me (consciously or not) throughout the years. Don’t spend more than you earn. This seems obvious, but evidence says many of us f...
By Lori Booth-Houle, CPA, CFP® “Age is not a particularly interesting subject. Anyone can get old. All you have to do is live long enough.” – Groucho Marx How much time do we each have to live? As planners, the reaction we get from clients if we do a retirement cash flow analysis and project ...
By Sam Swift, CFA, CFP® Well, hello there. How’s that for a catchy title? You may have noticed that there hasn’t been a blog posted in several weeks now. With various work and personal travel plus some extra responsibilities around the office, I haven’t been able to put pen to paper (or finge...
Do you know what your number is? I sound like an ad for the Sleep Number mattress, but what I mean is do you know how much you need to accomplish your goals? Retirement, college funding, the flexibility to travel, etc.? In my experience, many have this number in their head—“I just need $1 millio...
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