Blog
Blog
Your Questions Answered: How Are Your Clients Handling This Market?
Several weeks ago, the US stock market experienced some turbulence. In fact, in the span of just a few days, the Dow Jones Industrial Average saw a decline of 2,000 points give or take, or about 5%. I was at a party somewhere about that time, and someone who knows...
Your Questions Answered: Do You Work for a Financial Firm or Insurance Company?
I was at a dinner party on Saturday night and during a conversation, another guest became aware that I work as a financial advisor. Upon hearing this information he asked, “What company do you work for?” This is a reasonable question since all manner of financial...
Simplify For a Better Life
"Simplicity is the ultimate sophistication," proclaimed an Apple Computer marketing brochure back in 1977. In the ensuing decades, Steve Jobs' commitment to this ideal resulted in technology products that were as beautiful as they were easy use, and in Apple becoming...
Advice For Life
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.
How Does Social Security Best Support Your Retirement Plan?
Deciding when to take Social Security is a key decision in your retirement planning.
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.