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
How Does Social Security Best Support Your Retirement Plan?
Deciding when to take Social Security is a key decision in your retirement planning.
How Does Social Security Best Support Your Retirement Plan?
Deciding when to take Social Security is a key decision in your retirement planning.
Can Your Medicare Choice Affect Your Return on Life?
We’re heading into Medicare’s annual open enrollment period. Whether you’re a new retiree or a current Medicare enrollee who wants to review your coverage…
SMI Transition Planning
Resource Planning – The Financial Analysis Part 2
Resource planning for your child after you are gone is a straightforward process.
Resource Planning – The Financial Analysis
Resource planning for your child after you are gone is a straightforward process.
Advocate – Expectations
This post is to help you think through what an Advocate(s) will be doing for your child. What should be the responsibilities and expectations?
Every month, Paul shares his thoughts, stories, and wisdom.