Blog

Image for Would your kids be able to handle your estate?

Nov 10, 2022

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.

Image for The Fiduciary Standard and You

Oct 10, 2022

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.

Image for Widowhood: Grief has many faces

Sep 8, 2022

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.

Image for Build your families core values and guiding principles

Aug 25, 2022

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.

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

Aug 16, 2022

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.

Image for The Single Life: a poem

Aug 11, 2022

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.

Image for Donor-advised funds: feeding the soul

Jun 15, 2022

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.

Image for Financially navigating the sandwich generation

Jun 2, 2022

Financially navigating the sandwich generation

An important message for those in the Sandwich Generation: supporting others should not mean sacrificing your own financial well-being. And by addressing the issue head-on, you won’t have to.

Image for The toughest talk

May 11, 2022

The toughest talk

Everyone loves someone. And when you go, wouldn’t you want to know you left that someone in good hands?

Image for A retirement income map for single women

May 11, 2022

A retirement income map for single women

Whether you’ve been single all your life or became single again after a divorce or widowhood, you will likely be making most (if not all) of your retirement planning decisions on your own.

Image for Does your savings match your reality?

May 11, 2022

Does your savings match your reality?

“The only money that’s really yours is the money you spend. Everything else goes to somebody else.” - Teddy Chafolious

Image for Next up, 2019 Summer Podcasts

May 11, 2022

Next up, 2019 Summer Podcasts

Whether you’re taking a road trip or relaxing on a beach chair, invite one of these podcasts to join you.

Column 1 Content