Blog
Blog
Your Questions Answered: Should I Do a Debt Snowball with a Whole Life Insurance Policy?
John is the son of a client and has a young family. He reached out to us because he had been approached about overfunding a whole life insurance policy and borrowing out the cash value to execute Dave Ramsey-style debt snowball. This concept – overfunding and...
Your Questions Answered: Can I Donate My QCD to a DAF?
William is a client that utilizes a Qualified Charitable Distribution each year to meet the RMD obligation from his IRA. As an aside, a QCD is a distribution from your IRA made directly to a charity and is available after age 70 ½. This is usually a tax-smart move for...
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...
Advice For Life
Should We Reconsider What Retirement Means?
An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69…
Involving Children of All Ages in Giving
Want to teach your children the core values of gratitude and generosity? There’s no better way to do that than to get your children involved in giving…
Transition
The jobs we do for 40 hours every week – and the life that job provides for our families over decades – has a significant influence on how…
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.