To my surprise, it's been over 5 years since my last post. Since then, much has changed, as we all know

This year we merged our investment management business with a Bay Area firm aligned with our core values- a marriage made in heaven. As a result, I'm going back to where it all started; designing comprehensive  financial plans for clients soon to be or currently retired.

I will also be posting weekly on my new Substack, focusing on the journey to retirement and the journey that begins once you 'have enough'.

'Rounding Third: Sliding into Retirement'