Time In The Market
Federal Reserve this. Brexit vote that. Market highs and market lows. I have casual conversations getting my coffee in...
Read More
4 Things Grandparents Should Know About Paying for College
My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly...
Read More
7 Signs You Need a Trust in Your Financial Plan
#1-505569 One common misconception in financial planning goes like this: Trusts are only necessary for the super wealthy...
Read More
Loans to Family Members: 5 Questions to Ask Yourself BEFORE Saying Yes
#1-504151 Sometimes those we love need financial help. Life can throw us curveballs and having friends and family to...
Read More
I Have to Take My RMD. Now What?
#1-499873 The IRS stipulates that age seventy and a half is long enough for avoiding income tax on retirement savings...
Read More
Your Retirement "Transition" Plan
Do any of the following describe you? You’ve worked at the same job with the same company for 25+ years. You aren’t...
Read More
The "Early" Retirement
When it comes to planning one’s retirement, everything is relative. To say someone is retiring “early,” requires some...
Read More
Risk: Are We Speaking the Same Language?
I’m the son of a middle school English teacher. He recently shared with me this exercise he does with his kids. He...
Read More
The “Good Guys” vs. “Bad Guys” Fiduciary Rule
It’s now law. More financial professionals are going to have to act in their customer’s best interest. For those of you...
Read More
Leaving an Inheritance to Kids
Recently I wrote about managing sudden wealth – namely, an inheritance. While not everyone will be the heir to a sizable...
Read More
Managing an Inheritance
Financial plans tend to change when a client receives an inheritance. For some, they knew the passing of a loved one...
Read More
Spring Cleaning
It’s been almost 7 years now that I’ve known a very sweet lady I’ll call Anna. I met her through the most unfortunate of...
Read More
