In today’s volatile global landscape, investors often grapple with the question of how to approach the market amidst geopolitical uncertainties. A recent conversation with a client highlighted this very dilemma and provided an opportunity to discuss the merits...
Swedish “death cleaning” has gained popularity in recent years among folks who need some added structure to guide their spring cleaning. The idea is to approach decluttering with mindfulness about the mess you could leave behind for your loved ones if you...
We recently completed a retirement planning engagement with some new clients. As part of the planning process, we modeled what their cash flow might look like in the event one or both needed assisted living or nursing home care. The husband asked me, “Doesn’t Medicare...
Last week in a client meeting we fielded a not-uncommon question: ”When should I think about buying long-term care insurance coverage?” The answer is a two-parter. First, the potential expense of a long-term care event to both spouses should be built into a retirement...
The most impactful investments tend to be those that we make consistently over time. When we stick to a plan and keep checking off the items on our to-do lists, our efforts compound and build towards the results that we want. Think about how being consistent in these...
