Apr 14

1st Quarter Client Note

By Steven Smith | Uncategorized , Waypoints

We finally turned the corner on Covid (hopefully) and now find our European allies facing the worst military crisis since World War II — and possibly on the precipice of a nuclear confrontation with the out-of-control Russian leader. After being down by over 10% mid-quarter, the S & P 500 (total return) Index ended the […]

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Nov 15

Book Review: The One Page Financial Plan: A Simple Way to be Smart About Your Money, Carl Richards (Penguin 2015)

By Steven Smith | Financial Lifestyle , Peak Thoughts , Retirement , Wealth Management

Running joke: If it’s a one-page financial plan, then why isn’t the book only one page? I first read Carl Richards’ novelty of a book, The One-Page Financial Plan,  when it was published in 2015. But I only recently grabbed it off the shelf to re-read and figure out ways to apply it in our […]

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Oct 27

Choosing a Continuing Care Retirement Community (CCRC) – Advantages and Pitfalls

By Steven Smith | Peak Thoughts

Managing life-stage transitions is an essential component of good financial planning. Late life planning – for a time when you need help with everyday tasks on account of either physical or cognitive decline – can be a special challenge. One increasingly popular choice is the Continuing Care Retirement Community (CCRC), which provides both housing and […]

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