Financial planning articles, book chapters and videos.

10 Ways To Be Financially Fit In Retirement

A complete retirement plan covers a lot of ground. This quick article packs in the ten most important items... Keep Reading

Dividends: The Investment That Keeps Giving

The array of investment options can be confusing. This article explains the basics of dividends and how they can fit into a balanced investment plan... Keep Reading


These short, informal videos explain how we approach financial planning with our clients.

Gordon Puts Himself In Your Shoes

Talking Money Shouldn’t Be Scary

Take A Look

Strategic financial planning requires a broad vision of a lot of different topics from investing and retirement to economic factors like interest rates. Our book provides the basics on all the essential ideas and issues that should be addressed in your retirement plan.

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