In the 1960s and into the early ‘70s, wealthy individuals would buy life insurance policies and throw a million dollars into it. Then, after they passed, the money from the…
You might be like my wife, Nancy, and I: You planned a dream trip, then COVID-19 took it away. As a result, you may have found more time to do…
The good news is that we are finally past what felt like the longest March, April, and May. As the economy opens back and people go back to work, it’s…
As our client, there’s one thing you probably know for fact: When you take your last breath and leave this world, something of your estate is left over. But is…
As you get ready to retire, you’re probably looking forward to enjoying newfound freedom. In retirement, you won’t have to punch in every day or drive to work in miserable…
Do things really happen in threes? This was a question we asked ourselves earlier this year. We were surprised, shocked, and saddened when we learned of the passing of three…
Generally, I don’t like to pass along personal client stories unless I have specific written consent by the client. Recently, a client asked me to share their story — a…
You’ve turned in your notice. You have your last workday scheduled. You’ve started moving your assets to a new advisor, who has assured you that your portfolio will perform, and…
As you sit by the warm fire and look out the window at the snowfall — perhaps with a cup of hot cocoa — consider the following question: Are you…
You’ve turned in your notice, you have your last workday scheduled, and you’re set up to move your assets to a new advisor. The new advisor has assured you that…