THIS WEEK’S QUESTION:  How much money do I need to save in order to retire? OUR ANSWER:  The amount of money a dentist accumulates is one of many important factors that influence levels of retirement happiness, but financial security and overall happiness do not exactly correlate with wealth.  Having multiple income sources, predictable investment results, [...]

THIS WEEK’S QUESTION (a great question by a prospective client): I’m trying to find a good financial advisor. What questions should I ask to help me know which advisor is right for me? OUR ANSWER: Many finance professionals refer to themselves as “financial planners” or “financial advisors.” This label can often be misleading, especially since [...]

THIS WEEK’S QUESTION:  Last year’s tax return shows that I’m making more money than ever.  While that may be true, it doesn’t feel like it.  As my income increases, I don’t seem to be making more progress.  We’re trying to cut our spending at home, but I still wonder where all the money is going.  [...]

THIS WEEK’S QUESTION: ” Why did the DOW drop 512 points this week? I thought we resolved the debt crisis. What’s going on?” OUR ANSWER: It’s hard to say unequivocally. Even the smartest analysts don’t agree on the same catalysts and tipping points. But this past week’s events were largely affected by Spain and Italy’s [...]