I was at a conference this week, where there were many different financial advisors listening to many industry leaders talk about how to give advice, what new
#1-525382
So you own/or are looking to own a property that’s out of state. Maybe you are moving and deciding that instead of selling your home, you’ll
#1-524000
Every year, in the week leading up to vacation, I think about how I spend my time and how much I look forward to being away from work for a
#1-521731
The party conventions are over. The political cycle is ramping up. And there is a great deal of noise and fury in the media about the
Sometimes, it’s really hard to make decisions. The more important the decision at hand, the more likely there are multiple factors or variables that we
Downsizing one’s home has long been a strategy for empty nesters. The kids are gone, rooms aren’t being used and the maintenance or upkeep feels like a
We live in an age where information is abundant and cheap. How many of us read mainstream media headlines instead of seeking expert opinions and doing
Federal Reserve this. Brexit vote that. Market highs and market lows. I have casual conversations getting my coffee in the morning, or out at the
My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly if they already have enough
#1-505569
One common misconception in financial planning goes like this: Trusts are only necessary for the super wealthy. True, estates over $5.45
#1-504151
Sometimes those we love need financial help. Life can throw us curveballs and having friends and family to support us is a wonderful thing. But
