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Your Questions Answered: Should I Buy Shares In The Company I Work For?
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...
Your Questions Answered: Should I Pay Down My Mortgage?
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...
Your Questions Answered: Should I Accept a Job Offer With a Lower Salary But a Higher Pension?
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...
Advice For Life
Become A Superager for Better Life
Northwestern University’s SuperAging Study defines a “SuperAger” as a person in their eighties whose cognitive..
Outsource to Improve Your Life
Was this finally the year that you took our advice, put down your pad and pencil, and let a CPA handle your taxes?
Three Steps to Balancing Today with Tomorrow
The challenges of the last couple years have filled many people with uncertainty about the present and concern for the future.
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.
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Every month, Paul shares his thoughts, stories, and wisdom.