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
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.
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
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.