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Blog
Your Questions Answered: How Can I Reduce My Tax Bill?
Susi is a highly compensated executive in a very well-known national organization. In a recent meeting she asked me what she could do to reduce her tax liability. We get this question A LOT. And there are a couple of very easy answers. Number One is make less money....
Your Questions Answered: Should I Do a Debt Snowball with a Whole Life Insurance Policy?
John is the son of a client and has a young family. He reached out to us because he had been approached about overfunding a whole life insurance policy and borrowing out the cash value to execute Dave Ramsey-style debt snowball. This concept – overfunding and...
Your Questions Answered: Should I Open A 529 College Savings Plan for My Child?
I was recently asked by a client with a young family if they should open a 529 college savings plan for their young daughter. The answer was, “Probably, but not exclusively.” Here is what I meant by that: A 529 plan is hands down a fantastic college savings tool. If...
Advice For Life
Home Improvements Trending Higher
Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.
Wealth Management with Memory Disorders
Besides impacting lives and relationships, dementia can also impact family finances. It may call for another family member to assume money management responsibilities for a parent, grandparent, or sibling.
Thoughtful Giving
Incorporating charitable giving into your financial plan is a great way to make sure that your generosity is aligned with the things that are most important to you.
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.