Blog

Could you benefit from a personal board of directors?

A CEO's network of close advisors, c-suite executives, and stakeholders holds him or her accountable for achieving important goals. Creating your own "board of directors" can help you improve your Return on Life, clarify your goals, hold you accountable and reevaluate your relationship to your work. Consider offering seats on your board to these six people.

SECURE 2.0: Twelve Ways It Can Benefit You

For more than a year, the Senate and the House of Representatives discussed issues that needed to be addressed as a follow-up to the SECURE Act of 2019 – including many small fixes to make retirement saving easier. Here are some of the more essential features of SECURE 2.0.

Going paperless at any age

The technology to go paperless has been around for decades, but it's one of the applications that has been the slowest to adopt. But "going paperless" means different things to different age groups. Let's look at them

Fire Up Your New Year Program

Are you ready to develop the self-confidence and motivation you need to make positive changes in your life? If so, this webinar will assist you in discovering what’s blocking you from creating the life you deserve.

How the stock market is like a soap opera!

The stock market is just like a soap opera! If you spend time watching it every day, especially throughout the day—it can be a wild ride.

Would your kids be able to handle your estate?

An invaluable gift you can offer your heirs is to make that process as easy as possible.

The Fiduciary Standard and You

In the investment field, there are two primary parties who are able to offer investment advice to individuals. These parties are investment advisors and investment brokers who work for brokers-dealers.

Widowhood: Grief has many faces

Grief has many faces. As the widow, you are consumed by the loss of the person, your “Person”, who touched every aspect of your life, leaving a void everywhere you turn, without respite. The intimacy partner, the co-parent, the sounding board, the co-conspirator, the best friend, the cheerleader, the lover, the financier and the handyman. Indeed, widowhood starts with what’s called the “primary loss” of the person who died.

Build your families core values and guiding principles

In addition to improving your family's Return on Life, writing your family's guiding principles can be a fun activity that aligns everyone to shared values and goals. To create guiding principles that inspire and endure, follow these four steps.

IRA and 401(k) beneficiaries: Life under the new RMD regulations

Feeling uncertain about how to apply the SECURE Act to RMDs? Here's how.

The Single Life: a poem

Every once in a while we like to feature a post by a colleague or friend. George Weir was a dear friend who wrote poetry for much of is life, and especially after his wife Hazel passed away. He often reflected on his time served in WWII, as well as, his career in the moving business. Enjoy.

Donor-advised funds: feeding the soul

A donor-advised fund is a simple, cost-effective, and easy vehicle for establishing your philanthropic strategy. Learn more.