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Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning

May 18, 2023

In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an… Read More

Categories: estate planning Tags: estate planning

Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning

May 18, 2023

Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no… Read More

Categories: estate planning Tags: estate planning

Who Is “the Media”?

May 3, 2023

In past conversations with you, we’ve been known to take aim at the media. That’s because bad things tend to happen to your personal wealth if you read, watch, or… Read More

Categories: Investing Tags: investing, Investments, retirement

Avoiding Financial Scams and Identity Theft Slams Quick-Reference

April 20, 2023

Who Are They? Financial fraudsters are after your assets. Identity thieves steal your personal information (often to then commit financial fraud). What Do They Want? Your Money and Your Life… Read More

Categories: Cybersecurity Tags: cybersecurity

Is Social Security Going Bust?

March 30, 2023

In planning for retirement, one topic is often top of mind: What if Social Security goes bust? As we covered in a related post, Social Security Planning: A Balancing Act,… Read More

Categories: Retirement, Social Security Tags: retirement, social security

Building Lifetime Wealth, 80/20 Style 

March 17, 2023

Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it.   This doesn’t always work…. Read More

Categories: Investing

Financial Planning in Turbulent Times

March 3, 2023

In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing.   But tax planning isn’t just for your… Read More

Categories: Taxes

Tax-Wise Investment Techniques

February 24, 2023

In our last article, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools… Read More

Categories: Taxes

The Tools of the Tax-Planning Trade

February 10, 2023

Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when… Read More

Categories: Taxes

Healing What Hurts: Can a Financial Therapist Help? 

February 1, 2023

As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish a healthy, happy relationship with their money. But sometimes, we… Read More

Categories: Planning for Emergencies

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