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Blog
Your Questions Answered: Does A Young Adult Child Need a Healthcare Power of Attorney?
Every year we discuss estate documents with our clients. Recently, we asked some long-time clients if their young adult grandchildren had healthcare powers of attorney. This is why: When your child turns 18, they legally become an adult—even if they’re still in...
Your Questions Answered: Has My Portfolio Been Rebalanced This Year?
A client named Greg recently reached out with a great question: “Have you rebalanced my accounts this year?” It’s a question we don’t get very often, but it speaks directly to the importance of disciplined portfolio management. For us, rebalancing isn’t a reactive or...
Your Questions Answered: Why Every Family Should Use a College’s Net Price Calculator
When planning for college, don’t let the sticker price scare you off. The real cost of college is often much lower—and the best way to find out is by using the school’s Net Price Calculator (NPC). The NPC estimates what you will pay after grants and scholarships are...
Advice For Life
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...
Three Keys to Purposeful Wealth
What is your Money For? Financial security and comfortable living are very important. But if you aren't making purposeful investments in the things that matter most, you might find yourself surrounded by stuff that doesn't bring you any joy and money that just earns...
Now Is a Good Time to Teach Kids About Finance
Kids often know a lot more about what's going on in the world than we realize, even if they don't have a handle on all the details. Any child old enough to log onto YouTube has probably seen a few eyegrabbing video thumbnails or headlines about the economy in the past...
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.