Many years ago, in a Berkshire Hathaway shareholder letter, Warren Buffett famously wrote “We will continue to ignore political...
Money Notes
Year End Smart Money Financial Tips
As the end of the year approaches, there are a number of items you may need or want to accomplish before 2023 begins. This...
Considerations When Leaving an Inheritance – Part II
In the first part of this series, we looked at the massive looming intergenerational wealth transfer (an estimated $72.6...
Making an Inheritance or Windfall Last – Part I
The US is on the brink of a massive intergenerational wealth transfer. Over the coming 25 years, it is estimated that up to...
Are Emotions Impacting Your Investment Decisions?
For the 20 years ending December 31, 2020, the stock market (as represented by the S&P 500®) delivered an average annual...
Preparing to Age in Your Own Space
We recently engaged in a very common financial planning discussion with a client centering around their life goals while in...
Raising Financially Responsible Children
As parents, we can’t help but worry about our kids—whether they’re three or thirty. We want them to experience all that life has...
Money Minute: How can I finance my interest to travel?
Congratulations, You’ve Been Asked to Join a Nonprofit Board
Here’s what you need to know about being a fiduciary steward. It’s a tremendous honor and privilege to be asked to serve on a...
Deciding When to Retire
How to plan for your transition Clients usually know when they hope to retire but are often uncertain as to whether or not their...
Planning for a Philanthropic Mindset
According to Merriam-Webster, a philanthropist is someone who “makes an active effort to promote human welfare.” While the...
Simple Strategies for First-time Investors
From the time we are little, we hear cautionary tales about the importance of saving and investing. Rarely, however, does...