Blog
Blog
Navigating Retirement: Embracing Trade-offs
As a financial advisor, I recently had an enlightening conversation with a client who is set to retire next year. During our meeting, he expressed a desire to eliminate volatility from his investments moving forward. This was quite a curveball, as a core strategy of...
Your Questions Answered: Should I Cash Out A Savings Bond?
I received an e-mail from the son of a client asking me, “Should I cash out a savings bond that I just found out that I own?” First things first, what exactly is a savings bond? Well, it's basically a loan you give to the government. In return, they pay you interest...
Your Questions Answered: Should I Replace My Expiring Term Life Contract
My Term Life Policy Just Expired. Do I Replace It? Matt and Beth are long time clients that both purchased twenty-year term life insurance contracts twenty years ago. In a recent meeting they noted these policies were winding down and asked if they should buy another...
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.