Blog Posts

  • The Biggest Gift You Can Leave Your Children? Communication

    June 22, 2018
    Key Takeaway: Estate planning without communication can leave a legacy of entitlement. Make sure you talk to your heirs about the “why” of your decisions. You may find that the conversations bring your family even closer together. When I help people prepare their estate plans, I emphasize the gift of communication. ...
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  • Social Security: When It Comes to Benefits, Sooner Is Not Necessarily Better

    May 18, 2018
    Key Takeaway: The default setting for many people seems to be age 62 when it comes to taking Social Security. But the default setting isn’t always the right setting. When determining the age you take your benefit, run the numbers before you decide. In my line of work, I often get ...
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  • Market Volatility: When Your Gut Tells You to Act Now, Reflect Instead

    April 16, 2018
    Key Takeaway: When the markets act like a rollercoaster, we may feel like we need to get off the ride, like, right now! But we might just need to do the opposite. A more reflective perspective can help us ride out the short-term market rollercoaster toward our long-term financial goals. With ...
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  • When Markets Get Volatile, Play the Freeze Game

    March 16, 2018
    Key Takeaway: It can be easy to get caught up in market turmoil—but also harmful to your long-term goals. Take the time to learn which high-energy, high-emotion experiences cause you to react so you can maintain your poise in all kinds of market conditions. When market waters get choppy like they ...
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  • When It Comes to Destinations, Pay Attention to the Financial Markers

    February 27, 2018
    Key Takeaway: We have destinations like retirement that we need to prepare for financially. Using financial markers along the way can help us stay on course. Typically new clients come to me because they are thinking about major milestones in life, like retirement or their first child. Those milestones are the ...
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  • Plan Now to Pay Less: Four Year-End Tax Tips

    December 19, 2017
    Key Takeaway: When it comes to taxes, it can pay to be proactive. Don’t wait until April to try to reduce your bill. Seize the opportunity now with these four year-end tax tips. I meet a lot of people who wait until April to take a look at their taxes. Though ...
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  • Want to Sleep Well at Night? Strive to Be a Satisficer

    December 5, 2017
    Key Takeaway: The two types of investors—maximizers and satisficers—both have strong points and not-so-strong ones. But in my experience, satisficers tend to sleep better at night. When it comes to markets, it’s easy to get caught up in the hype of the latest hot investment. Your current portfolio might be rolling ...
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