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
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.
How Does Social Security Best Support Your Retirement Plan?
Deciding when to take Social Security is a key decision in your retirement planning.
SMI Transition Planning
The Advocate
We frequently advise the owners of small businesses as they begin to think about the day they will step away. For some, the primary objective is to cash out…
Caregiving’s Taboo Subject: Coordinating the Finances
The Journey of Caregiving, documents just how common this responsibility is for family …
The Mysteries of HIPAA
For caregivers of people with schizophrenia, one of the most difficult barriers to assisting in our loved ones’ treatment can be the misinterpretation..

Every month, Paul shares his thoughts, stories, and wisdom.