Its amazing, in today’s complicated world, that I encounter people that do not have current and valid wills and powers of attorney. The estate consequences can be significant and expensive if one passes away without one. Don’t presume common sense […]
Instead of concluding that New Year’s resolutions just aren’t your strong suit, our Pavlovian response to the month of December is to once again set ourselves up with resolutions. For the record, this year, I am going to try to […]
The proliferation of robo advisors, or automated online investment platforms, bringing low priced financial services out into the market, has received significant buzz over the past few years. As is prudent with anyone who provides professional financial services, it has […]
For some, life is complicated. Maybe too complicated. We have been working with a new client recently and her story inspired me to explore ways to for people to simplify their financial life. Our client is a mom in her […]
Prudent financial advisors are always evaluating and re-envisioning their business practices to ensure they are current, relevant, and offering the best to their clients. This has been even more important in the past few years and moving forward. Traditional money […]
In these days of online information and robo-advice, the true role of a financial advisor has become muddied and ambiguous. Fintech has its disruptors. The volume and value of financial information obtained on the internet is only as good as […]
Now that we are into the second long weekend of our summer, I thought I would share some of the things I sometimes think about during our summer weekend obsession. It certainly should be a special time with family and […]
It’s January 2016, which means one thing – it’s time for those dreaded New Year’s resolutions. Every year millions of us will make those same old promises, but most will end in failure before January is out. So when we […]
There’s a benefit to retirement and financial planning that is rarely discussed in the financial media, or in the halls of academia. When it is mentioned it’s often little more than a sidebar cursory comment. However, the single most impactful benefit of the financial […]
