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...
Everything You Need to Know to Plan Your Abundant Retirement
As many of you reading this blog probably know, I have six children who range in age from nine to nine months. Obviously, our kids are still young, so the jury is still out on whether we have raised...
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light...
Retirement is a time of life that many people look forward to. After years of hard work, it’s time to relax and enjoy the fruits of your labor. However, before you can truly enjoy retirement, it is...
With the recent failures of Silicon Valley Bank, Signature Bank, and most recently, First Republic Bank, consumers have been left to wonder about their own funds and the inherent safety nets built in...
Often we hear about the tax loopholes that millionaires and billionaires are taking advantage of while the average Joe is left holding the bag. This is generally a mischaracterization, as these...
With Tax Day falling on my blog release date, I decided to write something a little different. While the aim of most of my blogs is educational, the primary goal of this is to be humorous. I hope you...
Asset allocation and asset location are two very important aspects of your financial plan. The goal of asset allocation is to divide your investments into different asset classes, creating a...
If you are like most people, you are probably confused by the concept of Roth conversions. In this blog post, we will take a look at what Roth conversions are, why they can be beneficial to your...
With all the noise that exists about investing, it is difficult to have any confidence in what the correct solutions are for your investments. While there are almost limitless options regarding the...