Blog | Page 5 of 6 | Chicory Wealth

Successful Aging Requires “Whole Life” Planning

February 14, 2020/by The Team

Financial security as we age is important, but there is much more to a successful and fulfilling aging experience.

What Does a Personal Financial Plan Include?

November 21, 2019/by Liz McGeachy, Communications Director

Traditionally, financial advisors who create personal financial plans for their clients tend to focus mostly on the numbers in their clients’ lives – their asset levels, their cash flow, their savings plans, their net worth. This data-driven approach can be used to project their likelihood of “success” in retirement.

When Opposites Come Together, Can Peace Follow?

August 14, 2019/by The Team

Financial Advisor Jacob Newcomer wonders whether an unlikely joint venture can bring peace.

What is a fee-only financial planner?

June 20, 2019/by Liz McGeachy, Communications Director

Because Chicory Wealth is a fee-only practice, our clients pay a flat fee for financial planning services and a separate percentage fee for managing the clients’ assets. We are never paid by commission for selling other products, meaning no conflicts of interest. Simple.

Clarifying What We Value

April 24, 2019/by Maggie Kulyk, CEO and Founder

The Chicory Wealth team recently went through the process of articulating our values — a great exercise!

Big News! A new publication from CEO Maggie Kulyk

March 24, 2019/by Liz McGeachy, Communications Director

Many of you reading this likely know that our focus at Chicory Wealth extends beyond just nuts-and-bolts money management. While this is important, we see our role in a wider lens too: helping create balanced lives, socially just communities, and a healthy planet. We know many of you do too. We are therefore VERY excited […]