Blog
Blog
Your Questions Answered: Facing a Cash Flow Crunch? Here’s What to Do with Your Investments
We recently had a conversation with Steve and Cathy. Cathy is an entrepreneur and Steve works for a government agency. Steve’s paycheck was halted in the recent government shutdown. They had gone through their savings accounts, and we were looking at tapping into some...
Your Questions Answered: Money Isn’t Just Money
Last week I had a conversation with a couple that is considering hiring us. Often in these conversations, individuals come in oriented about amounts and accounts, but we quickly reorient the discussion to “Are you using your money to improve your life?” It is in this...
Your Questions Answered: When Should You Start College Planning for Your Child? The Sooner, the Smarter
If you're wondering when to begin planning for your child's college education, the answer is simple: start now. Early planning isn't just smart, it’s essential. The earlier you begin, the more financial flexibility and strategic options you’ll have down the road. One...
Advice For Life
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...
Three Overlooked Considerations When Relocating in Retirement
Moving to the proverbial beachfront condo or gated golf and tennis community are still popular retirement goals. Many seniors also plan to relocate to be closer to friends and family, to immerse themselves in their interests and hobbies, or to shake up their...
Navigating the Emotional Side of Retirement
You've been working towards this moment for decades. But have you really prepared for it? Once the countdown is over and you've left your retirement party, the reality of retirement is going to set in. And many new retirees are surprised by the waves of emotions they...
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.