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Personal finance resources

Find Carol Hoffman quoted in the Wall Street Journal! Behind on Retirement Savings? It’s Not Too Late to Catch Up (WSJ, July 2018)

We recommend the materials below as an introduction to some of the big topics you may be thinking about. Contact us directly with the specifics you'd like to discuss. 

Life Planning 

Spend Less Than You Earn

Know Your Retirement Accounts

Make an Impact

Save for Education

Pay Down Debt

Get Insurance

Plan for the unexpected (estate planning)

  • Everyone needs these four documents, regardless of income and wealth:
    1. Will
    2. Living Will (advanced medical directives)
    3. Financial Power of Attorney
    4. Health Care Power of Attorney

Updated in March 2019.