Happy 15th Anniversary Kelly
We wanted to take a moment to celebrate a milestone here at Addis Hill – 15 years of dedicated service from Kelly
CFP does not equal fiduciary – not even close!
When you hire a financial advisor, take the time to know who you are hiring. Are they working for you or the
Four options to prepare for declining health
Life goes fast and seems to speed up the older you get. It seems like just yesterday that you started your career
What is the rate of withdrawal you should be using in your financial plan?
How long you need your money to last can be determined by the withdrawal rate. What is the rate of withdrawal you
Lessons learned from Bernie Madoff
How did Bernie Madoff make off with his clients money and what you can do to prevent the same thing from happening
Anatomy of a Brokerage Account Statement
There is a big difference in the type of relationship a fee-only advisor has with their clients versus a brokerage firm. It’s
Maximize 2021 Charitable Donations
Do you find yourself donating more to your favorite charities more during Covid since the needs are greater and your cash levels
Free Dinner Offer? Just asking to be ripped off!
Ever find yourself getting tricked into a free dinner offer to listen to some “enticing” financial topic? It just happened to me,
Rethinking Retirement
So much of what you hear about retirement is about money – save more, how to allocate, eliminate debt, and on and
Where Should You Invest in 2021: Retirement Accounts or Non-Retirement Accounts?
Investment contributions post-Secure Act – a micro study of whether it makes sense to contribute to retirement OR regular after-tax accounts. The
Happy 5th Anniversary Bill
2021 is the year of milestones at Addis Hill. We recently celebrated Kelly’s 15 year work anniversary and now we
How to evaluate a potential refinance before rates go…
Google says that the most searched topic in the US is student loans followed closely by mortgage calculator. And, interestingly,
Don’t get lulled to sleep!
The volatility of the stock market in the past week might be a good wake up call.
