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Blog
Your Questions Answered: Upbringing and Money
Money is more than just a tool for transactions—it’s a reflection of our values, fears, and beliefs, many of which are shaped in childhood. The way we were raised plays a powerful role in how we approach financial decisions as adults. If you grew up in a household...
Your Questions Answered: The OBBB and College Financial Planning
The passage of the One Big Beautiful Bill (OBBB) has ushered in sweeping reforms to how American families plan and pay for college. Whether you're a parent saving for your child’s education or a student navigating financial aid, here are the top three changes you need...
Your Questions Answered: Should I Keep My Disability Insurance Coverage After I Retire?
We recently had a conversation with Amanda, who is retiring at the beginning of the new year. Her personal disability policy is coming up for renewal, and she was curious if she should keep it. The primary purpose of disability insurance is to protect your earned...
Advice For Life
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...
What is Enough for Your Best ROL?
According to one popular rule of thumb, retirees should be able to withdraw 4% from their retirement accounts every year to live comfortably and not run out of money. Another number you might have seen floating around social media is $75,000, which, according to some...
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.