We have a client whose mother passed away at the beginning of the year. She was a beneficiary of her mother’s IRA, and we helped her move the inherited funds into a beneficiary IRA in her name. Because of her mother’s age, we asked if her mother took her full IRA...
In a 2009 essay that was very influential in business circles, Paul Graham of Y Combinator tried to figure out why workers at different levels of the same organization struggled to stay on the same meeting schedule. His conclusion was that you could break jobs down...
We have a client, Sandra, whose employer was in the process of being purchased by another company. As a function of her position, she was offered the opportunity to buy shares in the new company. She wanted to know if it was a good idea. Some personal finance experts...
Last month we completed a Second Opinion consultation for Gloria. Gloria had accumulated extra money in her checking account and had extra money available each month to put toward additional savings. She asked if she should pay down her mortgage with those funds or...
Last month Matt and Rachel asked for a meeting. Matt was offered a job, and he was weighing whether to accept it or not. The new job would have a little less flexibility and lower pay but came with a higher pension. Some probing revealed that the most attractive thing...
