by Gretchen Behnke, MBA, CFP®, RLP®
While that title may be a bit hyperbolic, the gist of the question is one that gets asked in my office all the time. “Am I saving too much? Surely I could be doing more with my money; it’s just sitting there.” “What should I do with my extra money? It’s sitting...
by Gretchen Behnke, MBA, CFP®, RLP®
What follows is a story about housecleaning that’s not really about housecleaning. I mean, yes, there’s a part where I scrub three toilets. But really it’s about how to look at your spending and saving with fresh eyes. It’s about trying the “unthinkable” to get more...
by Gretchen Behnke, MBA, CFP®, RLP®
The answer is “yes, but…” The situation can get sticky. We recently helped two new clients uncover it and get unstuck. They were both doing a great job maxing out 401(k) contributions, in addition to saving outside their employer plans. While it...
by Gretchen Behnke, MBA, CFP®, RLP®
Choosing a financial advisor is not easy. What you want is a true financial planner who cares about you and your goals, who puts your interests first, and who knows what they’re doing. But what you find is that nearly every financial professional calls herself a...
