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. ... Read more 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 ... Read more 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 ... Read more 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 ... Read more 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 ... Read more 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 ... Read more 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 ... Read more