Financial Planning

Mindful Investing

Articles about the benefits of meditation are everywhere these days, and for good reason. The past few years have been unusually stressful, and people are looking for non-addictive, healthy ways to manage their stress and anxiety. Thus, I got interested in mindful investing.

Time for a Checkup: Are Your Healthcare Planning Documents Up to Date?

Should You Begin Transferring Your Wealth?

There’s an often-quoted maxim regarding inherited wealth: “The first generation makes it; the second generation builds it; the third generation blows it.” Indeed, uncertainties around the next generation’s ability to exercise wise stewardship of family wealth have led to the drafting of many a trust document, many clauses in wills, and much misgiving in those...

Holiday Conversations

During this holiday season, you may have some anticipated plans to spend quality time with your loved ones. The last thing that may be on your mind is discussing finances and your future care needs with your family over dinner. But the togetherness that the holidays bring could be a good opportunity to introduce them...

Do You Need Umbrella Insurance?

As we head toward the end of this year and look with anticipation to the next, now is a great time to reevaluate your risk and determine if you are prepared for the new year and beyond. One question to ask yourself is whether you have protected your wealth from lawsuits or large claims that...

How Social Security Fits Into Your Retirement Plan

Social Security is a critically important part of your overall financial and retirement plan that will be around for generations to come. The decision to claim or delay benefits should be carefully considered.

The Tax Benefits of NUA Rules

Lessons in Longevity

Like many people, I’m coming out of the pandemic much more aware about how fragile life is and how important it is to stay on top of one’s health. Similar to investments, we don’t always know what’s on the horizon, but what we can do is focus on the things we can control.

Retirement Saving for the Self-Employed

Time for a Change? Medicare Open Enrollment

Many people who are on Medicare may think that once they sign up and choose their options they’re set for life. But, just like you, your Medicare coverage needs a checkup every so often. And if you find you want to make changes to your coverage, Medicare’s annual open enrollment period is when to do...

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Financial Planning

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