Breakwater Financial is a fee-only financial planning firm and Registered Investment Advisor. We are proud to be held to the fiduciary standard when advising our clients. We feel strongly that financial planning should be accessible to everyone, this is why we offer financial advice on an hourly, fixed fee or full-service basis. At Breakwater Financial, we believe that financial planning has the power to change lives.
Recently, I had the opportunity to interview William Danko, Ph.D. Bill co-authored The Millionaire Next Door in 1996 along with the late Thomas J. Stanley, Ph.D. In 2017 Bill published his latest book: Richer Than a Millionaire ~ A Pathway To True Prosperity, along with Co-Author Richard J. Van Ness, Ph.D. Bill was incredibly gracious with his time, energy, and wisdom in answering my questions regarding both books.
As many of my clients know, I...
We are still deeply in the midst of the fight against the coronavirus. Even so, I believe now is a good time to reflect on the financial planning decisions we made long before the pandemic began. Those plans and decisions helped many of us weather this time with lower stress, greater confidence, and a calmness that is reserved for those who plan ahead.
The coronavirus has been a difficult time for most of us and utterly tragic for some of us. However, as...
The stock market's robust recovery from its March low has certainly come as a welcome surprise. And it's an important reminder of how difficult it is to predict the direction of the markets, even when the situation seems dire and obvious. Likewise, we don't want to guess if this market recovery is "real" and here to stay, or if it's simply an over correction.
As of Friday's market close, the S&P 500 has returned over 40% since it...
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