Blog Posts

  • family-trustee

    The DIY Mistakes of Trustees

    June 13, 2014
    Key Takeaway! Going the DIY route in naming a trustee in your estate plan could cost your heirs more money and more heartache. If you ever watch home remodeling shows, you soon might be lulled into thinking you too could redo your kitchen or bathroom (or entire house) by yourself. It ...
    Read more
  • giving

    Charity Helps Your Retirement

    June 3, 2014
    Key Takeaway! Separate your taxes from your charitable giving by using donor-advised funds in high-tax, pre-retirement years and then giving the money away in lower-tax, post-retirement years. Many people tend to think about charitable giving on a monthly or annual basis. We give cash every month, and often a lump sum ...
    Read more
  • parent-and-child

    How to Really Help Your Children

    May 19, 2014
    Key Takeaway! Letting your children achieve at their own pace will make them more successful and put less of your retirement at risk. If you could give your children one thing by the age of 30, what would it be? I am not suggesting material things, but rather what you can ...
    Read more
  • garage-sale

    De-Clutter Your Life and Your Portfolio with an Annual Garage Sale

    May 9, 2014
    Key Takeaway! De-clutter your possessions and portfolio in anticipation of a fulfilling retirement. The weekend after Mother’s Day is the annual garage sale in my neighborhood. I love this time of year because I love to de-clutter my life. Garage sales always remind me that I don’t need things to be ...
    Read more
  • retiree-volunteer

    Finding the Hidden Meaning in Retirement

    May 8, 2014
    Key Takeaway! It is easy to retire from something but harder to retire to something. Assessing what you are passionate about is the key to giving back and finding joy. It might not be surprising that I have told people to not retire. But what might be surprising is why I ...
    Read more
  • college-campus

    College Decision Day and All That Goes Into It

    April 29, 2014
    Key Takeaway! There are important issues few people think about when they are talking to their children about college but which should be front and center. May 1 is decision day for college applicants—the final deadline for prospective freshmen to let most colleges know if they’ll be attending. While it should ...
    Read more
  • US-1040

    Tax-Saving Strategies Line by Line

    April 16, 2014
    Key Takeaway! Knowing just five lines of your tax return could help save you a lot of taxes in 2014. Hold on! Before you throw your tax return in a drawer (or delete it from your inbox), take just 10 minutes to better understand how you can pay less tax in ...
    Read more