Blog
Blog
Your Questions Answered: How Do You Charge?
A question that comes up when meeting a new family is “How do you charge?” This is a great question, because we certainly do not work for free, nor do our clients expect us to. There are several ways that a firm like ours can charge. Each method has its’ advantages...
What Is Your Keystone Habit for a Better ROL?
Good habits can make our everyday experiences more positive and our progress towards long-term goals more tangible. But the most effective habits don't just add to our to-do lists. They create a cascading effect that helps us accomplish things more effectively and...
Looking At the Big Picture
Market volatility can make anyone nervous, especially in our always-on, 24/7 news cycle. When some of our more experienced team members were first starting out in finance, average investors typically checked in on their accounts once or twice a quarter when their...
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.