Life Happens
When life doesn’t go as planned, know that you have a trustworthy, collaborative and experienced wealth management partner at your side.
Mom falling and breaking her hip is not a “retirement goal”, but life happens and your financial plan needs to be dynamic enough to handle any curveball thrown your way. As your partner and your family’s most trusted advisor, we will be there for you to handle all of your life’s unexpected events — both the good and the bad.
What’s Your Money Sign?
When most people think of money, they think about the definitive fact of either having it or not having it…of having enough or not enough. There are hundreds of quotes about money, and every year more and more experts publish new books on money. For many, money is the...
Aging Plan – You’re Trying to Kill Me!
“You’re trying to kill me! You just want me dead.” That is what my mother said to me when I brought up the need to create an Aging Plan with her. I think I can safely assume that I’m not the only one who gets a reaction like that from a parent or aging relative when...
Retirement – I’m Bored
Retirement. What does the word mean to you? By definition, it describes the action of leaving one’s job or ceasing to work. If you’re early in your career, it may bring into focus your IRA or 401(k) and that magic number you think it needs to be before you can spend...
I Love My Bed – Secrets to Aging at Home
Bob Carlson wrote a great article last summer for Forbes magazine that addressed the Secrets to Successfully Aging in Place. To summarize… Did you know that 90% of Americans 65 years and older want to stay in their homes for as long as possible? If you are part of...
I’m All Alone – How Do I Manage?
At one of the most difficult times in your life, you just want the time to grieve. The loss of a spouse—whether through death or divorce—can be devastating. Do allow yourself time to grieve. Be sad. Be angry. Allow yourself any and all emotions. Indulge yourself, but...
How Do I Invest In This Environment?
Interest rates are near record levels. This political environment is scary. The U.S. debt level has skyrocketed. The Social Security crisis is coming. Déjà vu or déjà news? These concerns could have been from 30 years ago just as easily as last week. There is always a...