Blog
Blog
Your Questions Answered: Facing a Cash Flow Crunch? Here’s What to Do with Your Investments
We recently had a conversation with Steve and Cathy. Cathy is an entrepreneur and Steve works for a government agency. Steve’s paycheck was halted in the recent government shutdown. They had gone through their savings accounts, and we were looking at tapping into some...
Your Questions Answered: Money Isn’t Just Money
Last week I had a conversation with a couple that is considering hiring us. Often in these conversations, individuals come in oriented about amounts and accounts, but we quickly reorient the discussion to “Are you using your money to improve your life?” It is in this...
Your Questions Answered: When Should You Start College Planning for Your Child? The Sooner, the Smarter
If you're wondering when to begin planning for your child's college education, the answer is simple: start now. Early planning isn't just smart, it’s essential. The earlier you begin, the more financial flexibility and strategic options you’ll have down the road. One...
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.