You’ve probably seen articles across websites, newspapers and magazines with variations of a title that reads “The Most Successful People do ‘This’ to Stay Ahead.” The articles then proceed to identify key personality traits, work habits, etc. that benefit productivity and success. Why is this type of content so popular? Because a big part of […]
Did my portfolio beat the S&P 500?
One of the most common questions we receive from clients relates to the performance of investment accounts. It’s a fair question. You entrust us to manage your money and you need and deserve a reasonable return. It’s interesting that the nature of investor questions changes based on changes in market volatility and where we are […]
What your Grandkids can teach you about Financial Planning
One of the best things about having little ones around is they teach you all about the small joys in life. Picture the last time you were with your grandkids, or even think back to when your kids were just little tikes playing their favorite game, finally getting the toy they always dreamed of on […]
Your Parents’ Inheritance
Your parents called, and they asked me to write you this note about what to do when inheriting their money. I wasn’t thrilled with the idea, but they are good people, so I figured I better do it. We both know how hard it is to say “NO” to them so let’s take a look […]
Case Study: Planning Issues for Spouses with Large Age Differential
Love has no age limit. Couples who meet in high school or college are typically less than 4 years apart in age. However, when spouses marry later in life, the age gap can be 10, 15 or even 20+ years. Planning for spouses who have a large age differential presents unique planning issues. Meet the […]
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