Blog

Image for Widowhood: When Life Throws You a Curve Ball

Aug 20, 2015

Widowhood: When Life Throws You a Curve Ball

One thing we know for sure is life throws many curve balls. It’s why our firm is passionate about empowering people to see their future as greater than their past, especially in times of transition.

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Jul 6, 2015

Summer Reads Can Make You Fiscally Fit

As we head into the summer season, I’m going to share my 2015 summer reading list of books that will get you fiscally fit.

Image for Lonely: A widowers perspective

May 5, 2015

Lonely: A widowers perspective

A lot of our practice focuses on supporting widows as they transition to managing their finances and life on their own. One of our friends reached out to share this beautiful, raw and very real poem of what it was like for him to lose his spouse of many, many years.

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Apr 14, 2015

Giving Circles

Being part of a Giving Circle is an active form of philanthropy. Here are 10 considerations for setting up your own Giving Circle.

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Jan 6, 2015

Life's Greatest Lesson

Some of the most “successful” people we have met through our financial planning practice are those who live by these rules. They actively make these guidelines a priority in their lives.

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Nov 14, 2014

Chess and the art of taxes

So what do chess, taxes and the IRA have in common?

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Nov 14, 2014

Behavioral Finance

Behavioral finance argues that people are not nearly as rational as traditional finance theory makes out. Traditional finance employs theories with a heavy emphasis on mathematical equations. Unfortunately, the average investor makes decisions on emotion rather than mathematics. Behavioral finance is just beginning to understand why.

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Nov 4, 2014

Divorce and Social Security

A little known fact is that bald eagles mate for life. Unfortunately, many humans do not stay together. Divorce is very common. Knowing a divorce’s impact on Social Security is a cornerstone of a good financial plan.

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Sep 16, 2014

Grateful for you

"When you make being grateful a true habit, you'll feel true joy and contentment—no matter what you have or don't have in your life." –Jack Canfield Grateful for you.

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Sep 16, 2014

Are You Paying “The Idoit Tax”?

“The Idiot Tax” quietly erodes our wealth. By now you are scratching your head wondering what the heck is it? And, am I paying it too?

Image for How an Estate Planning Issue Led Me to Mozzarella

Sep 10, 2014

How an Estate Planning Issue Led Me to Mozzarella

Interested in the economics of a dairy farm? Selling raw milk is not very lucrative, especially when you are only milking 40 or so head. But a milk based product like yogurt, ice cream or cheese can be. Learn more.

Image for Avoiding Mistakes in a Divorce in 5 Easy Steps

Oct 29, 2013

Avoiding Mistakes in a Divorce in 5 Easy Steps

For many, a divorce is an emotionally draining and traumatic event. But for some, the emotional impact is compounded by a significant change to personal finances. Avoid these mistakes.

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