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Month: June 2020

4 Ways the World has Changed

As we’re slowly coming out of the lockdown and things are settling into a new normal, I’ve been noticing changes around me in how the world works and how we humans are interacting with that world, and with each other. Today I wanted to share some of my observations, and also hear from you about the changes you’re observing.

Fee For Plan


Fee For Plan is a unique financial service that allows clients to receive financial advice specific to the life stage they are in. Each plan focuses on individual needs, and our financial advisors will work with you to achieve your goals!

It’s Clear: Communication is Key

One of the most interesting things about my job as a financial planner is that in the conversations I have with clients, I get to look in through the proverbial kitchen window and see how couples communicate. Now, I make it a practice never to throw any of my clients under the bus in my weekly newsletter. But there’s nothing that says I can’t throw my parents under the bus!

Thursday Thoughts: Retirement

For our final life stage of Fee For Plan as well as our final Thursday Thoughts, check out what Dave has to say about Retirement!

Learn more about our Fee for Plan Retirement package.

When Kids Leave Home

In normal times, May and June are when you see moving vans that signify kids moving out of their dorms and into summer apartments, and U-hauls picking up basement furniture that will now be the best piece in the place. This rite of passage has been short-circuited this year of course, but there are plenty of parents whose kids will be leaving home with a year or two.

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