Insights Into Financial Planning, Pursuing Happiness, and Wealth Well Spent
Practical thinking on retirement planning, tax strategy, Roth conversions, and the question at the center of all of it: how much is enough? Written by a fee-only, fiduciary financial planner in Rochester, NY who believes you deserve to understand your own financial life.
Have You Asked Yourself “How Much is Enough”?
I've helped clients answer 'how much is enough' for years. I'd never asked it of myself. Here's what finally doing it changed.
Finding Enough in the Scottish Borderlands
Why name a wealth management firm after a Scots word for "homeward"? It started with a kilt, a journey to the Scottish Borderlands, and a comment from a stranger I still think about. Here's the story behind Hamewith, and what it has to do with how I think about your money.
