Blog
Blog
Your Questions Answered: Does A Young Adult Child Need a Healthcare Power of Attorney?
Every year we discuss estate documents with our clients. Recently, we asked some long-time clients if their young adult grandchildren had healthcare powers of attorney. This is why: When your child turns 18, they legally become an adult—even if they’re still in...
Your Questions Answered: Has My Portfolio Been Rebalanced This Year?
A client named Greg recently reached out with a great question: “Have you rebalanced my accounts this year?” It’s a question we don’t get very often, but it speaks directly to the importance of disciplined portfolio management. For us, rebalancing isn’t a reactive or...
Your Questions Answered: Why Every Family Should Use a College’s Net Price Calculator
When planning for college, don’t let the sticker price scare you off. The real cost of college is often much lower—and the best way to find out is by using the school’s Net Price Calculator (NPC). The NPC estimates what you will pay after grants and scholarships are...
Advice For Life
Focus On What You Can Control
In his classic business book "The 7 Habits of Highly Effective People," Stephen Covey encourage folks to draw strong distinctions between "Circles of Concern," "Circles of Influence,” and "Circles of Control." You might be feeling like 2025 is already filling up your...
Spring Cleaning for Your Estate Plan
Swedish "death cleaning" has gained popularity in recent years among folks who need some added structure to guide their spring cleaning. The idea is to approach decluttering with mindfulness about the mess you could leave behind for your loved ones if you don't get...
Focus on Consistency for ROL
The most impactful investments tend to be those that we make consistently over time. When we stick to a plan and keep checking off the items on our to-do lists, our efforts compound and build towards the results that we want. Think about how being consistent in these...
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.