You’ve taken great care, been disciplined in your spending and saving, and worked hard to get where you are today. Now, it’s time to start considering a financial planner - someone who can help you direct and optimize your wealth for the long term. As you begin your...read more
We spend a lot of our life in pursuit of perfection. We know that practically speaking, perfection is unattainable, but keeping our dreams in mind is a crucial guide. Whether thinking about our health, family, home, job, vacation, or car – we know what our ideal is...read more
You’ve made it. Years of implementing your personal financial plan and preparing for your retirement has finally paid off. You’ve retired according to plan, and maybe even a little early. The hard part is over, right? Well, yes, for now. The whole truth is, that...read more
Let’s take a look at a financial topic on the minds of many Americans, especially those with children or grandchildren – how to save for education costs.read more
You know, it is interesting, surveys show that a majority of Americans feel that having a personal financial plan is very important.read more
One question I hear frequently is “What should I do with my old 401(k) account?” In this fast paced world we live in, people often change jobs or even careers several times during their lifetimes. When you leave one employer and move to another, it is very important...read more
A surprising number of Americans don’t have an estate plan at all. They don’t have a will, a trust, or any other estate planning documents in place. This is by itself a tragedy for the survivors who are left behind. It is hard enough to lose a loved one, but to be...read more
When it comes to investing, you have probably heard the old adage that tells us: “Don’t put all your eggs in one basket.” This is sound advice indeed. If you have too large a portion of your total investment assets invested in any one security or type of security, you...read more
What would happen if you needed emergency medical care and you could not make decisions about your care or communicate your wishes? Who would speak for you? Who would make critical health care decisions that would be in your best interest? An unpleasant truth is...read more
In my professional practice, I don’t think I have ever talked to someone who didn’t at least think they should have an estate plan. Most people understand at least intellectually that they should have at least a will. The reality, however, is that a surprising number...read more
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