Life Plan Financially
We advocate for any one we encounter to seriously consider creating a financial plan. We all need a road map in our lives to coordinate…
Financial Plan Perspectives
It seems that complete financial plans are getting longer and more complex for most clients. In the push to provide the most information possible, they…
Philanthropic Planning
Not everyone fits into this financial life planning mode. Those that are, and have a keen interest in charitable gifting and philanthropy, have a wonderful…
Planning versus Portfolios
There is a multitude of financial advisors in the marketplace. Employing the services of one can be extremely beneficial to an individual wanting to reach…
Financial Storytelling
I thought I would take a different tack on this post and share about one of the strongest tools we use in client communication. The…
Financial Literacy for the Family
Financial literacy, and its promotion, is meant to raise awareness of the importance of financial education and the consequences of a lack of knowledge about…
Introducing IFAs
A core practice area for us is corporate financial life planning. It is clear that corporations do have some inherent planning tools. One of the…
Luck isn’t a Financial Life Plan
You’ve probably heard the saying, if you’re lucky enough to be Irish, you’re lucky enough. But what exactly does the luck of the Irish mean?…
What’s your Net Worth?
The underpinning of any financial life plan is your net worth calculation. It’s a critical tool, as a starting point, and usually requires some work…
Year of the Dragon Financial Prowess
Late in 2023, some good friends gave us a little blue dragon as an inspiration gift, just ahead off 2024, the Chinese Year of the…