What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Designing an estate plan that cares for your loved ones and makes a positive impact on the world isn’t as simple as deciding who gets how much of what. Your answers to these three questions will help you weigh your family’s...
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Friday, March 19, 2021
The core question driving the advice and planning world has been, “Do you or will you have enough money?” Little wonder then that advisors spend so much time validating allocations (pie-charts), investments, and returns,...
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Some people of the gift of Blogging, not us. However, I thought we would share our letter to clients. July 2020 - Our Letter to Clients
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Wednesday, March 18, 2020
None of us planned for this. But your Financial Life Plan when implemented does have mechanisms in place that will help you get through this tough patch with the coronavirus and the financial market volatility. The key is not letting...
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Brief Update on Current Market Volatility We want to take a moment here and update you on our thoughts related to the coronavirus and its impact on the financial markets, and, ultimately, on your personal financial situation. Going...
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2020 Predictions and New Laws, Focus on What You Can Control to Improve Your Financial Well-Being The Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed into law on December 20th might be adding more...
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A Holiday Family Meeting Can Ring in a Productive New Year The holiday season might not seem like an ideal time to have a serious conversation with your immediate family. All that shopping, decorating, cooking, and celebrating can be...
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It might sound a little crazy but there are many benefits to working even though you no longer need the money for your living or retirement needs. These “retirement workers” have discovered that part-time jobs or volunteer...
Read Morewhy work when you can travel, play, sleep in, and ....
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Financial Planning is About Making Your Life Plan a Reality Many folks who have just begun working with us are surprised by how our planning process starts. We don’t begin by talking about IRAs, 401(k)s, or how much you’re...
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This was sent to me the other day, and it hit home as I have two kids, and very active in their lives spending hours coaching little league baseball, soccer, basketball or what ever sport they are currently playing. As you read this...
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How Will You Practice Your “ART” in Retirement? A hammock on the beach. Your favorite chair in the living room. Waking up when you feel like it. A blank calendar. Doing what you want when you want....
Read MoreIt’s never been easier for adults to continue to learn after completing their formal education. Online universities, TED talks, “master classes,” podcasts, and even curated YouTube playlists put world-class...
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In a recent survey of 12,000 workers worldwide conducted by the Energy Project, only 50% of respondents found meaning in their jobs (1). Imagine spending 40 hours a week doing meaningless work. It’s soul-sucking, but it...
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