Imagine that you’re a self-made person with $10 million in assets…Do you leave it all to your children, spend all you can or donate to charity? Prudence and each family’s values should determine some balance in each. A coming intergenerational shift in wealth raises...
In the 25 years of working to help clients succeed financially, we’ve encountered literally hundreds of prospective clients whose pre-conceived notions, bad experiences or prejudices have prevented them from achieving financial success. Here are some of most common:...
Everyone wants to retire comfortably when the time comes. Most also want to help their child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart—you may be...
The old adage, “if you don’t know where you are going, any path will get you there” rings true for evaluating an advisor’s results for your family. It’s amazing that as we run into prospective clients, there is little or no communication initiated from their advisor...
Beth is in her 60s and never married. She ran a successful consulting business for 20 years and sold it with enough assets and investments to comfortably retire. A lifelong patron of the arts, for years she volunteered and worked tirelessly to raise funds for the...
From a news standpoint, we have Europe still trying to recover, Ebola threatening to bring travel to a halt, Japan faltering, Russians hacking into our banking system, Quantitative Easing (QE= keeping interest rates low by buying treasuries) by the Federal Reserve...
Throughout my career I have had the privilege of developing many long term relationships with clients. These relationships have been built on a foundation of trust as well as a desire to achieve mutual goals. Some of these clients have been with me since I began my...
Are you concerned about retirement? According to recent survey 71% of individuals that are within 15 years of retirement report experiencing increased levels of anxiety when thinking about retirement. It is no wonder that the thought of also taking the role of...
At retirement, you will probably trade in your regular paycheck for other sources of income, like Social Security, a corporate pension, or proceeds from your assets. For some, your new “paycheck” will be less than what you may be used to. This makes it important to...
At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups. There's also a chance...
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