Blog
Blog
Think About Habits When Setting New Year Resolutions
Here's a resolution that could help you achieve more in 2025: No more resolutions. Whether you want to get into better shape, learn a new skill, pursue mastery of your favorite hobby, or spend less and save more, resolutions almost always end up, well, unresolved....
Your Questions Answered: How Do I Calculate My RMD?
Each year we help our clients distribute their Required Minimum Distributions, or RMDs, from their retirement accounts. Also, each year, we get the question, “How is my RMD calculated?” It’s a straightforward calculation, so let’s dive in: First, you need to find the...
Your Questions Answered: Are There Limits To An ABLE Account?
We recently started working with another family that has a child with some special needs. They had already done a solid job of planning for this child and were building on the good work they had done with their previous financial professional. We were reviewing the...
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.