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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
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...
Focus On What You Can Control
In his classic business book "The 7 Habits of Highly Effective People," Stephen Covey encourage folks to draw strong distinctions between "Circles of Concern," "Circles of Influence,” and "Circles of Control." You might be feeling like 2025 is already filling up your...
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...
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.