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Wednesday, June 5, 2019

Invest in Others wanted to discuss tips for raising financially sound (and charitably minded) children. Here's the product of our recent chat.

 

Thursday, May 23, 2019

I tell everyone that asks to be cautious and educated when using online tools to review their investments and finances. Somebody from US News and World Report asked, and I told him as well...

 

Tuesday, February 19, 2019

Each year we release our Key Financial Data, full of information you need at your fingertips to make well-informed decisions about your money this year. Click this link [KFD 2019] to download your 2019 Key Financial Data Report. The...

 

Tuesday, February 5, 2019

January often brings a deluge of ideas about how we can improve ourselves, our lives, and our finances. But just like resolutions and exercise plans, the work of changing your spending habits is done in the remaining eleven months of...

 

Thursday, January 10, 2019

Over the past few years, the complacent stock market and economy have allowed investors to ignore their portfolios and maybe even their financial plans - and still possibly be successful with both. However, the start of a new year and...

 

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Thursday, June 8, 2017

Pop quiz: Which of these people need a Power of Attorney? a. An 86 year old woman that requires in-home care. b. A healthy 42 year old father of three. c. A 19 year old college student. d. All of the above. The answer, of course, is d)...

 

Wednesday, May 17, 2017

I asked my client why he and his wife recently went on a safari, when they knew without question that they couldn’t afford it. “Well, my neighbor decided to go and asked us to go along. What else was I going to say?”...

 

Tuesday, April 18, 2017

1. Remember why you hired them. 2. They’re innovative. Let them be that way. In fact, celebrate it. 3. Be fascinated by what you and your millennial can teach each other. 4. Mentor them. 5. Admire their love for life - they want...

 

Thursday, January 12, 2017

When people imagine retirement, they tend to conjure images of themselves as being healthy, happy, and fully capable of doing what they want to do. However, as people live longer and longer, we know that sometimes our bodies start to...

 

Friday, June 10, 2016

I am often asked, “When should I retire?” Without fail my answer is the same, “Not for a long time.” Retirement has drastically changed over the 26 years I’ve been a wealth advisor. As longevity trends and...

 

Friday, May 13, 2016

Today’s female is in charge of, well, EVERYTHING. Earning a living, navigating corporate promotions, raising a family, being charitable, staying healthy and financially fit are all a priority. Below is a list of mistakes that if...

 

Thursday, April 28, 2016

Running a company and being an excellent operator does not always translate to being smart about personal wealth. Here are the most costly retirement hazards of executives and business owners and smart ways to combat them....

 

Friday, April 22, 2016

Today's female has a bright future and given life expectancy projections, it is a future that females must begin financially preparing for earlier and earlier in life. As a gender, women still lack traction in wealth accumulation,...

 

Tuesday, April 12, 2016

Looking back is easy to do. It’s looking ahead that is difficult. Yogi Berra said it best, “It’s tough to make predictions, especially about the future.” This year capital markets started with a jolt of news to...