We recently started working with another family that has a child with some special needs. They had already done a solid job of planning for this child and were building on the good work they had done with their previous financial professional. We were reviewing the...
A question that comes up when meeting a new family is “How do you charge?” This is a great question, because we certainly do not work for free, nor do our clients expect us to. There are several ways that a firm like ours can charge. Each method has its’ advantages...
Good habits can make our everyday experiences more positive and our progress towards long-term goals more tangible. But the most effective habits don’t just add to our to-do lists. They create a cascading effect that helps us accomplish things more effectively...
Market volatility can make anyone nervous, especially in our always-on, 24/7 news cycle. When some of our more experienced team members were first starting out in finance, average investors typically checked in on their accounts once or twice a quarter when their...
Kyle and Jenn purchased a historic home in the northeast. Owning a historic home can be a bit like the opening line of “A Tale of Two Cities”. If you don’t get the reference, you can hit Google after we are done. But Kyle and Jenn realized after living there a couple...
