Unbiased Financial Advice from Fee-Only Fiduciaries Serving the Quad Cities Metro Area (Davenport, Bettendorf, Moline, Rock Island) and Burlington
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Nov 16, 2023
The Financial Waterfall: A Guide for Wealth Building Success
I hesitate to make blanket statements. Everyone has different financial situations and ideas about their ideal future (i.e., goals). However, if you are at a surplus of income and wonder, “Hey, what should I be doing? Where should I be putting my money?” I have a guide for you that I call The Financial Waterfall.
Nov 1, 2023
Choosing the Right Captain for your Financial Ship
Navigating your personal financial journey can sometimes feel like setting out to sea with the destination in mind but little nautical experience to ensure a safe and efficient voyage. If this is the case, finding someone who can help guide you through the unfamiliar waters can be a wise decision. In keeping with this sailing theme, let’s delve into an analogy for your financial vessel.
Apr 6, 2023
For a second, I want you to close your eyes and imagine someone that’s in retirement. Did it include sitting on a beach every day without a worry in the world, a job to do, and a margarita in your hand? I’d be lying if I told you that’s not what I used to picture and believe me, after a winter in Eastern Iowa, I’d be elated at the thought of doing so.
