Blog
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
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...
When to Get Help with Caregiving
Many Millennials and Gen Xers are part of a new cohort: "the sandwich generation." Due to a series of societal shifts, approximately 2.5 million U.S. adults find themselves sandwiched between taking care of their children and taking care of their aging parents. That's...
SMI Transition Planning
Funding the Continuation of Care – The Impact of Traditional Retirement Planning
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
A Sample Letter of Intent Outline
There is no “One Way” to prepare a letter of intent. We are attaching an outline that can help you in your own preparations.
The Letter of Intent
As a parent of a caregiver of someone with an SMI, you have likely identified the individual(s) that you believe will provide continuity of care after your passing.
Every month, Paul shares his thoughts, stories, and wisdom.