Resources and Stories for Real People
Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.
The Birth of a Grandchild: 529 plans and Trusts
Congratulations! The arrival of a grandchild is an exciting time. All of the soft snuggles, tiny shoes, first coos and crawls, AND you get to give them back to their parents after a nice happy visit. The arrival of the next generation is also a good time to plan for your (and their future). In this article, we will go
The Lovely Language of Legal Tender
“WHAT WE HAVE HERE IS A FAILURE TO COMMUNICATE.” -From the movie, “Cool Hand Luke.”
Hemline Index
“The future’s uncertain but the end is always near.” Jim Morrison, the Doors, “Roadhouse Blues”. Many investors are losing valuable sleep listening to the misguided, canary-in-the-coal-mine commentators expounding on an imminent stock market crash due to a future recession (the “R” word). Paradoxically, if too many investors believe the same thing, as fate would have it, the “R” might just
The Little Things We Do Really Matter
It’s the little things you begin with that matter most! The wisdom found in the Tao Te Ching says the long thousand- mile journey begins under one’s feet by taking small steps! If you are hiking and climbing a mountain you take one little step at a time. It is unrealistic to think you can physically run to the top.
Become a Financial Superhero
With all the hype about the latest Avengers movie, it got me thinking about how we all can become superheroes in our every day lives. You may already be a superhero to your spouse, to your kids, but how can we become financial superheroes? Fidelity did a study a number of years ago. They looked at all of their accounts
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The Millionaire Within
Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.
Begin Your Journey
Our initial discovery meeting is complimentary and gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.
