Blog
Blog
Your Questions Answered: Why Comparing Your Portfolio to Market Headlines Can Be Misleading
Recently, I met with a client who raised an excellent question—though indirectly—about how their investment portfolio has performed compared to the returns they see reported in the media every day. It’s a common concern, and frankly, it deserves a clear and logical...
Your Questions Answered: Collaboration: The Secret Sauce of a Financial Planning Relationship
Recently, I had a great conversation with Jan about working together on her family’s financial plan. After taking the Thanksgiving holiday to think things over, she agreed we were a good fit. But before we wrapped up, she said something that stood out: “I just want...
Your Questions Answered: A Win-Win Planning Story
Last week we had the pleasure of meeting with Debbie, who is about three years away from retirement. Like many people approaching this milestone, she faces several interconnected planning needs that require thoughtful guidance. When we applied our complexity-based...
Advice For Life
Building on Small Successes
Most folks who are financially successful learn how to use the power of compounding to their advantage. By starting to save and invest early, making consistent contributions, and sticking to their plan, folks can build wealth over time on their way to retirement. In...
Retire Like You Invest
The best habits often have applications in many different aspects of life. We certainly feel that's true about our Life-Centered Financial Planning Process! The transition to retirement is going to bring many changes, including how you feel about the relationship...
Cultivating Gratitude in Your Kids
During the holidays our thoughts turn to the many blessings that enrich our lives. But gratitude shouldn't just be something we share annually around a big dinner table. That's especially true for parents who want to teach their children the difference between wants...
SMI Transition Planning
Funding the Continuation of Care – The Impact on Traditional Retirement Planning 3
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
Selecting Your Child’s Advocate(s)
Whatever plan you have in place for your child once you are gone will only work as well as the individual(s) you choose to implement it.
12 Funding the Continuation of Care – The Impact on Traditional Retirement Planning 2
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
Every month, Paul shares his thoughts, stories, and wisdom.