Blog
Blog
Your Questions Answered: Why Your Perspective on Money Matters in Financial Planning
As a financial advisor, my role goes far beyond crunching numbers and recommending investments. It’s about understanding your values, your goals, and especially your perspective on money…
Your Questions Answered: Investing for Short-Term Needs
Recently a client assumed the role of caretake for her mother. The mother had recently gone into assisted living so the daughter sold the home to generate cash to help pay for some of those expenses. She asked us how she needed to invest the money. She needed quick...
Your Questions Answered: Should I Apply For Financial Aid?
If you're asking yourself whether it's worth applying for financial aid, the answer is YES—no matter your family's financial situation. Many believe financial aid is just for those with major need, but that's not the whole story. Applying for aid is a smart move for...
Advice For Life
Outsource to Improve Your Life
Was this finally the year that you took our advice, put down your pad and pencil, and let a CPA handle your taxes?
Three Steps to Balancing Today with Tomorrow
The challenges of the last couple years have filled many people with uncertainty about the present and concern for the future.
Turn Your Retirement Puzzle into a Plan
If you are considering taking this important step, you have nothing to fear.
SMI Transition Planning
Ways to Fund Special Needs Trusts
There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for…
Why Many Physicians Still Won’t Partner with Family Caregivers
In my 23 years as a psychologist faculty member of a family medicine residency program…
Improving Science of Mental Health Care
In the United States, there is no licensing or regulation of education modules or talk therapies. Anyone can claim she has one that works…
Every month, Paul shares his thoughts, stories, and wisdom.