Blog
Blog
Planning a Holiday Trip with Extended Family
Anyone who’s suffered through a big, uncomfortable family gathering knows that a bigger group doesn’t always mean more fun.
When Couples Retire at Different Times
Married couples don’t always plot retirement on the same $Lifeline point. According to a recent study by Fidelity, 43% of couples disagree about what age they plan on retiring.
Aligning Your Personal Values with Your Financial Plan
Personal values play an important role in many aspects of our lives and have become more prominent recently in how we think about and manage our finances.
Advice For Life
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…
Developing the Best Charitable Giving Strategy
What is the best strategy to achieve your charitable giving goals? That question makes some generous people feel uncomfortable.
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.