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Your Questions Answered: Why Your Perspective on Money Matters in Financial Planning
As a financial advisor, my role goes far beyond crunching numbers and recommending investments. It’s about understanding your values, your goals, and especially your perspective on money…
Your Questions Answered: Investing for Short-Term Needs
Recently a client assumed the role of caretake for her mother. The mother had recently gone into assisted living so the daughter sold the home to generate cash to help pay for some of those expenses. She asked us how she needed to invest the money. She needed quick...
Your Questions Answered: Should I Apply For Financial Aid?
If you're asking yourself whether it's worth applying for financial aid, the answer is YES—no matter your family's financial situation. Many believe financial aid is just for those with major need, but that's not the whole story. Applying for aid is a smart move for...
Advice For Life
Spring Cleaning for Your Estate Plan
Swedish "death cleaning" has gained popularity in recent years among folks who need some added structure to guide their spring cleaning. The idea is to approach decluttering with mindfulness about the mess you could leave behind for your loved ones if you don't get...
Focus on Consistency for ROL
The most impactful investments tend to be those that we make consistently over time. When we stick to a plan and keep checking off the items on our to-do lists, our efforts compound and build towards the results that we want. Think about how being consistent in these...
What is Enough for Your Best ROL?
According to one popular rule of thumb, retirees should be able to withdraw 4% from their retirement accounts every year to live comfortably and not run out of money. Another number you might have seen floating around social media is $75,000, which, according to some...
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.