Blog
Blog
Navigating Retirement: Embracing Trade-offs
As a financial advisor, I recently had an enlightening conversation with a client who is set to retire next year. During our meeting, he expressed a desire to eliminate volatility from his investments moving forward. This was quite a curveball, as a core strategy of...
Your Questions Answered: Should I Cash Out A Savings Bond?
I received an e-mail from the son of a client asking me, “Should I cash out a savings bond that I just found out that I own?” First things first, what exactly is a savings bond? Well, it's basically a loan you give to the government. In return, they pay you interest...
Your Questions Answered: Should I Replace My Expiring Term Life Contract
My Term Life Policy Just Expired. Do I Replace It? Matt and Beth are long time clients that both purchased twenty-year term life insurance contracts twenty years ago. In a recent meeting they noted these policies were winding down and asked if they should buy another...
Advice For Life
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.
Turn Your Retirement Puzzle into a Plan
If you are considering taking this important step, you have nothing to fear.
Could a Career Pivot Increase Your Return on Life in 2022?
Due to the Great Resignation, demand for top workers is at an all-time high. That’s a major challenge for employers …
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.