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Friday, November 18, 2022

Without portfolio rebalancing, investors may attempt to self-manage their investment portfolio through stock picking, market timing, and track record investing. Rather than using a globally diversified investment portfolio...

Tuesday, October 18, 2022

What happens when couples who are working to build their legacy aren’t exactly on the same page about what’s best for their family? How do you bring two different perspectives together?

Tuesday, October 4, 2022

Does the current volatility in the financial markets, uncertainty in the economy, unexpected world events, and political discourse cause you worry and concern? You might find yourself wondering “What should I do?”, if...

Monday, September 19, 2022

Everyone wants inflation to go away, or at least shrink back to below 2%.

Friday, September 16, 2022

If you’re confused about the requirements and benefits of Medicare or Medicaid, you are not alone. Both Medicare and Medicaid are health insurance programs sponsored by the government. However, there are big differences between...

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Tuesday, August 16, 2022

Who among us wants to pay the IRS more taxes than we need to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible.Let’s take a quick look at five most...

Tuesday, July 26, 2022

Learn how to invest smarter in turbulent times like these so you can work toward living a life of freedom and fulfillment.

Tuesday, May 31, 2022

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. Today’s average 65-year-old woman will live to...

Thursday, May 12, 2022

Saturday, March 5, 2022

As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn?

Friday, March 4, 2022

Inflation at multi-decade highs, Fed tightening, growth scare, Covid19, supply chain concerns and the Ukraine situation are all pushing and pulling on the economy.

Tuesday, February 15, 2022

Tuesday, January 11, 2022

The idea of retirement evokes a mix of emotions, including excitement and apprehension. You may be wondering how early you can realistically retire, how much it will cost, and whether you’ll have enough to sustain your lifestyle...

Tuesday, September 21, 2021

Key Tips to Align Your Finances and Your Purpose in Life 1. Learn How Investing Works 2. There are 2 Different Worlds of Investing 3. Align Your Financial Planning & Investment Portfolio 4. Stop Chasing Money

Monday, August 30, 2021

Inheriting wealth can be a burden and a blessing. Even if you think a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered...

Thursday, August 26, 2021

Most people aren’t sure what to do after someone dies and the funeral takes place. With so many questions and a myriad of details to take care of, it’s easy to get overwhelmed at such an emotional time. As you review...

Tuesday, June 22, 2021

Do you want to feel confident about money? Do you want to worry less? There's a lot of information out there about investing and frankly, most of it just creates confusion and worry and lack of confidence or peace of mind. Most people...

Tuesday, May 4, 2021

Thursday, February 25, 2021

Throughout our childhood and early adulthood, we all subconsciously adopt beliefs, stories, attitudes and assumptions about money. These inner thoughts become our reality, and though we may not recognize it, they heavily influence many...

Tuesday, February 16, 2021

What is investing peace of mind? It’s the confidence and security of knowing you can live the lifestyle you desire and also retire. If you’ve reached a point in your life where you want to get serious about your retirement,...

Tuesday, February 9, 2021

The skillful blending of the three dimensions of your wealth - Financial, Personal and Social allows you to build a legacy of your values, influence, and money so you can truly make a difference in the world. Take a moment to think...

Tuesday, February 2, 2021

Generational differences exist in all families. Every generation develops its own style of expression, methods for handling conflict, and values. Even tech-savvy parents are likely to feel that virtual connecting and 24/7 technology...

Tuesday, January 12, 2021

“Someday when I achieve this, then I’ll be happy.” “When I obtain that, then I’ll be happy.” Fill in the italicized words with your personal desires, and surely you’ve had these thoughts. We...

Wednesday, December 2, 2020

RESTRICTED EXECUTIVE BONUS ARRANGEMENT, THE CLIENT AND CONCERN John Smith, sole owner of ABC, Inc. wants to offer some additional employee benefits for Mike Star, his top salesperson that can provide life insurance protection for...

Tuesday, June 4, 2019

A Family Limited Partnership (FLP) is a limited partnership that families use to manage family enterprises and other family investments. The FLP has two classes of partners—general and limited. The general partners retain...

Wednesday, November 22, 2017

Some of us like tracking our investments on a fairly regular basis. Others prefer not to think about their savings, and only want their financial advisor to reach out if there’s something they need to know about. Regardless of...