Blog Posts

  • It’s Spring Break: Think Twice Before Buying a Second Home

    March 14, 2016
    Key Takeaway! Buying a second home is often justified in financial terms. But financially, renting can be a better option than owning. Owning is about the experience you give your family, not about return on capital. The annual trek to Florida or Arizona starts for a lot of us in March ...
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  • Rethinking Your Portfolio? Consider Asset Location

    March 8, 2016
    Key Takeaway! Don’t put all your eggs in one basket. You might want to rethink your portfolio if your taxable and nontaxable accounts are invested in the same list of funds. Studies have shown that asset location, which places your investments in different accounts, can add to your return. Asset ...
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  • When the Markets have you second-Guessing your Goals, Try This

    February 29, 2016
    Key Takeaway! It can be pretty nerve-racking when volatile markets seem to threaten a portfolio’s rate of return. It helps to maintain a big-picture perspective and focus on those experiences and activities that add value to your life. “I figure that in 10 years my money will double”—given an average 7% ...
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  • New Social Security Rules Offer Some Surprises

    February 22, 2016
    Key Takeaway! If the new Social Security legislation affects you, you’re probably asking the same question everyone else is: What is the impact, and what is the recommendation? We’re finding that the long-term impact on our clients’ overall financial plans isn’t huge. Just make sure to talk to your financial ...
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  • Who Helps Make Your Goals Possible

    February 16, 2016
    Key Takeaway! Whether we’re tackling the details of a home project or our finances, it helps to have someone working with us as a team. Someone with experience managing the unique details we need help with can provide perspective and organization, enabling us to achieve the life-changing goals that we ...
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  • magic-of-tidying-up

    Sparking Joy for Future Generations

    February 1, 2016
    Key Takeaway! Marie Kondo fans, take note: Tidying up your finances may not spark the same instant gratification in the near term as cleaning out your closet, but that’s OK. Sometimes our financial planning is akin to keeping a family heirloom—it’s later on that we appreciate the value and joy ...
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  • longevity-financial-planning

    You’ll Probably Live Longer Than You Think—Make Sure to Plan for It

    January 25, 2016
    Key Takeaway! A long life deserves to be well lived. Projecting a retirement out to age 100 is one way to help you avoid running out of money in your elder years. "I want my last check to bounce." I heard this more often than I expected when I started in ...
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