top of page
Handshake

Corporate Mergers and Your Retirement

I was talking with a long-time client recently who was reminiscing about what it was like to go through ...

Read Post
Stressed Man

The Stress I Didn't Know I Had

I had a client retire recently after 43 years of dedication to the same company. John was successful by all ...

Word Collage

Words Matter

I’ve had some highly productive meetings recently with new clients. We are in the process of working through ...

Read Post
Yoga Downward Dog Pose

Keep Flexibility in Your Retirement Plan

Planning for retirement can seem intimidating and is often filled with ambivalence. On the one hand ...

Read Post
Tangled

"I'm Not Retired, I've Rewired"

I had a client retire from her career at an early age, in her mid-50’s. It was a big decision, as both her employment and ...

Read Post
Cute Girl

Decisions When Your Company Sells

We have many clients who have been dedicated, hard-working long-time employees performing the same job within  ...

Read Post
Dollar Notes

Why Do People Build Wealth

Sometimes, you will hear someone say about another person “they have money!” I have found that interesting as I have never worked with anyone who simply ...

Read Post
Magnifying Glass

The Most Overlooked Value of Life Insurance

I met with a hard-working, bright, and successful couple yesterday via video conference. I have gotten to know them more intimately over the past year ...

Read Post
Contract Review

The Importance of "Transfer on Death" Designations

I met with a client recently who told me of an interesting situation that she found herself in. Sadly, a few months ago she had ...

Read Post
Cargo Ship at Sea

Tariff-ied?

When I send the agenda for our meeting to my clients in advance of our upcoming review of their investment portfolio and financial plan, I ask them ...

Read Post
Keyboard Closeup

Tax Harvesting: Is It Worth It?

I've written about some of the tax harvesting that we’ve done for our clients and have had many discussions as to how ...

Read Post
Relay race baton pass

People as Beneficiaries

I have been helping two sets of clients who are brother and sister to each other. They share as beneficiaries of a few different accounts ...

Read Post
Couple Sitting with Financial Advisor

Passing Along Your Assets

It is a great feeling as a parent to have achieved your own financial success, having helped your children along the way, with assets to pass along to ...

bottom of page