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Goodbye, Old Friend Thumbnail

Goodbye, Old Friend

As I grow older, I learn more about the fragile state of life. With increasing frequency, I am receiving calls about good friends and loved ones passing. There are instances where some pass too soon and others die naturally as an endcap to life. We all experience episodes like this; there is no prescription to make them less painful.

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Employee Spotlight: Kaliko Veiseh Thumbnail

Employee Spotlight: Kaliko Veiseh

Some describe Kaliko as the “glue” that brings others together. She has been using this “glue” for years, building long-term relationships with many of our clients. “Financial planning is very intimate; it is almost necessary for clients to reveal everything about themselves to allow for the most appropriate planning for them. Trust and integrity are very important to the way I approach my client interactions.”.

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Listening to the Silent Majority Thumbnail

Listening to the Silent Majority

Soundmark Principal and author of The Coffeehouse Investor Ground Rules: Save, Invest, and Plan for a Wealth of Happiness, Bill Schultheis discusses the silent majority and other topics in a recent podcast interview with Morningstar.

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Cash Balance Plans Thumbnail

Cash Balance Plans

High-earning owners of business and professional practices may be able to sock away several hundred thousand dollars per year toward retirement—after maxing out their 401(k)s with cash balance pension plans.

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