You’ve Earned a Great Retirement—Now Make Sure It Works for You
You spent your life doing what most people won’t.You showed up early. Stayed late. Made smart decisions and built a…
Read more
Resources
You Push the Limits of What’s Possible—Don’t Let Money Hold You Back
You’ve built a life that few can keep up with. You lead. You deliver. You’re running a business, scaling a…
The Real Cost of Doing It Yourself: When Delegating Your Finances Pays Off By David Caviness, CFP®
For many high achievers, the instinct to figure things out alone is second nature. You built your career on self-reliance.…
Why Smart People Still Get Retirement Buckets Wrong By David Caviness, CFP®
If you’re a high achiever, chances are you’ve been disciplined about saving for retirement. You max out your 401(k), contribute…
Stop Stuffing Your 401(k): How ‘Filling the Buckets Right’ Can Buy You Freedom
By David Caviness, CFP® – because money should propel you, never restrain you. The Accumulation Trap Ever feel cash‑strapped even though…
Should You Pay off Your Mortgage for Retirement or Keep Your Cash Working?
A ‘Buy‑Back‑Your‑Bandwidth’ Decision Guide The Midnight Question The call usually starts the same way: “David, I’m thinking about borrowing from…
Retirement: When Is It Time to Plan?
Planning for an independent retirement is a process that evolves over time. Whether you’re creating a new retirement plan or…
How Much Money Do You Need to Retire?
Planning for retirement can be overwhelming, but addressing key questions can pave the way for an independent and fulfilling future.…
Can I Make a Deductible IRA Contribution?
Navigating the world of retirement planning can be complex, and one question we frequently encounter is whether you can make…