Parents of College Bound Kids: Finally Some Good News!

August 3, 2017 3:59 pm

As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle the following questions, I’m doing it for my own family. There’s a lot to consider including: Projecting the potential cost of college education Determining how much to save Helping to decide […]

Surprise Risk

May 8, 2017 12:08 pm

When I am combing through our investment research I always look for defined market risks. I don’t want to miss anything. After all, risk matters a lot to our clients no matter what stage of life they are in. When I see risks that are familiar to me, I have two reactions. The first is […]

Prepaying Funeral Costs: Good or Bad Idea?

May 5, 2017 12:45 pm

I’ve been asked in the past for my opinion on prepaying for funeral expenses. First of all, this is not a fun topic for any of us to discuss. It is much more enjoyable to talk with clients about how they plan on travelling across the country in an RV, or how they will plan […]

If a Loved One Has Passed, Where Should You Begin?

April 3, 2017 12:22 pm

The passing of a loved one is one of the most challenging and emotional times that we endure. Not only are you trying to cope with the overwhelming grief that follows, but there are also time sensitive financial obligations that need to be addressed.  If your loved one created an asset inventory or “what if” […]

Leading a Fulfilling Retirement: Volunteering

March 13, 2017 12:07 pm

Retirement means different things to different people. For the individual whose job included heavy travel all over the world, they might be looking forward to long days in their home. Maybe your career required no travel, so you are eager to travel the world. Whatever your idea of a successful retirement may be, it seems […]

Don’t Forget Those Bonds!

March 7, 2017 10:44 am

It is easy to ignore bonds. Bonds don’t generate the same flashy headlines as stocks, (“DOW 21,000!!!”). Bonds also don’t swoon or shoot up the way stocks do. When was the last time you heard investors talk in near panic terms about a bond market “crash?” or coo about “new highs?” In spite of their […]