Blog
Blog
Think About Habits When Setting New Year Resolutions
Here’s a resolution that could help you achieve more in 2025: No more resolutions…
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...
Advice For Life
Could a Career Pivot Increase Your Return on Life in 2022?
Due to the Great Resignation, demand for top workers is at an all-time high. That’s a major challenge for employers …
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.
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.