By Greg Lohr, MBA and Ethan Lohr, CFP® Most of our clients spend decades accumulating assets and saving for retirement. But putting money away is
By Greg Lohr, MBA and Ethan Lohr, CFP® Over the past three decades helping people as a financial advisor, we’ve noticed that many women lack
By Greg Lohr, MBA and Ethan Lohr, CFP® Celebrating a half birthday isn’t a common occurrence after childhood, but 59½ is the exception. On the
Would you hand over your house keys to a stranger? That’s often what it feels like to work with a financial advisor. Not only do
Retirement is a major life change. It’s often considered one of the biggest periods of adjustment, both emotionally and financially. While you have spent decades
With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that relevant tax deadlines are met.
Did you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple retiring this year are expected to be
December is the “giving season,” when many people consider using their wealth to help others. Because of the urgent need for generosity presented by the
Managing student loan debt has become one of the biggest financial planning challenges for many. In the U.S., student loan debt rose to $1.51 trillion last year,
Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more than 70 years ago, and the principles in his book are still highly respected
