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Your Questions Answered: Should I Open A 529 College Savings Plan for My Child?
I was recently asked by a client with a young family if they should open a 529 college savings plan for their young daughter. The answer was, “Probably, but not exclusively.” Here is what I meant by that: A 529 plan is hands down a fantastic college savings tool. If...
Your Questions Answered: Should I Cash Out an Annuity That I Inherited?
Jack and Sally were referred to me after Jack received a sizeable inheritance from his father. Let me say up front that this post should not be taken as specific financial or investment advice, and you should consult your tax advisor before making decisions that will...
Your Questions Answered: Should I Cashflow My Goal or Sell Earmarked Securities?
Chris and Amy have been funding an education account for their daughter for the past nine years. It is a regular investment account – not a 529 – holding mutual funds that now have substantial gains. His daughter is getting ready to go to college and Amy is returning...
Advice For Life
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 …
6 New Year’s Resolutions for Your Wealth Plan
With every new year comes the inclination to start a list of New Year’s resolutions, and while most typically center around health and self-improvement…
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.