Blog
Blog
Your Questions Answered: How Do I Calculate My RMD?
Each year we help our clients distribute their Required Minimum Distributions, or RMDs, from their retirement accounts. Also, each year, we get the question, “How is my RMD calculated?” It’s a straightforward calculation, so let’s dive in: First, you need to find the...
Your Questions Answered: Are There Limits To An ABLE Account?
We recently started working with another family that has a child with some special needs. They had already done a solid job of planning for this child and were building on the good work they had done with their previous financial professional. We were reviewing the...
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...
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
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.