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How to Hold a Family Legacy Meeting

A family legacy meeting is not something you learn about in school. It’s not something you discuss at the office party or at your kid’s sporting event. But it is something that can benefit anyone...

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Why Annual Family Legacy Meetings Are Essential to Your Family and Finances

I have had the opportunity to see and help hundreds of families deal with the transfer of assets after the passing of a loved one.  All the smooth transitions had a single commonality; the plan...

The Riskiest of all Assets  

Whether you just opened up your first IRA, or you are a seasoned hedge fund manager with billions of dollars under your discretion, you probably recognize that Warren Buffett can teach you a thing or...

Can I Contribute to Retirement Plans after Retirement?

Retirement isn’t just a milestone; it’s a dynamic phase of life where your financial priorities and strategies continue to evolve. One common question that arises as individuals enter...

What to do with Your Old 401(k)

How 401(k)s are Like my Old Jeans One of the most common questions I get seems to be “What should I do with my old 401(k)?”  In my experience of working with clients, old 401(k)s seem to get the...

9 Ways to Evaluate a Financial Planner

Choosing the right financial planner can be critically important. Being an industry insider for the better part of a decade has given me an interesting perspective on evaluating fellow planners and...

Will the Stock Market Crash in 2024? What 2023 Tells Us

I’ve already been asked this a few times this year (it’s January 2): Will the stock market crash in 2024? As we start the new year, we have an opportunity to reflect on the multitude of...

Forget the 4% Rule: Why a Flexible Retirement Withdrawal Strategy is Best

Retirement planning is a multifaceted endeavor, and for decades, the 4% rule has served as a guiding principle for many. But what if there’s a more dynamic approach to withdrawals that could...

Retirement Planning Timeline: 8 Must Know Retirement Deadlines

There are so many key milestones along the retirement journey and knowing where these milestones should fit in your retirement planning timeline makes a huge difference.  For example, knowing one...

Why You SHOULD NOT Have Multiple Financial Advisors

At my firm, we have a policy that we don’t accept clients with accounts at multiple firms.  At first glance having multiple financial advisors may seem like a good idea. After all, that’s...
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