Blog
Blog
Think About Habits When Setting New Year Resolutions
Here's a resolution that could help you achieve more in 2025: No more resolutions. Whether you want to get into better shape, learn a new skill, pursue mastery of your favorite hobby, or spend less and save more, resolutions almost always end up, well, unresolved....
Your Questions Answered: How Do I Calculate My RMD?
Each year we help our clients distribute their Required Minimum Distributions, or RMDs, from their retirement accounts. Also, each year, we get the question, “How is my RMD calculated?” It’s a straightforward calculation, so let’s dive in: First, you need to find the...
Your Questions Answered: Are There Limits To An ABLE Account?
We recently started working with another family that has a child with some special needs. They had already done a solid job of planning for this child and were building on the good work they had done with their previous financial professional. We were reviewing the...
Advice For Life
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.
5 Tips to Make Your Year-End Giving Go Further
Many charities have annual fundraising campaigns with mega-donors who match contributions — sometimes as much as 3:1 — received during specified timeframes.
SMI Transition Planning
Guardianship and Severe Mental Illness
In an earlier post we discussed the importance of choosing the right person or people to be your child’s Advocate when you are no longer around.
Care Management Services
In an earlier post we discussed the importance of choosing the right person or people…
Resource Planning – The Financial Analysis Part 3
Resource planning for your child after you are gone is a straightforward process.
Every month, Paul shares his thoughts, stories, and wisdom.