Define Your WHY
Freedom, flexibility and family. These are the most common words we hear when we talk with our clients about the WHY behind their financial…
The Master’s Minute
Strategy
Charitable Giving with RMDs
Once you reach age 70½, Uncle Sam wants you to start paying taxes on at least a portion of your IRA or 401k balance.…
Is Estate Planning for Everyone?
Most of the news we hear about estate planning involves the rich and famous who either planned poorly or failed to plan for the…
The Plan vs. Planning
The big game is almost here. For most of us in this area, the upcoming Super Bowl game will most likely be about the…
Long Term Care Blog Series: Financing
In the final installment of our long-term care blog series, we are discussing your options when it comes to paying for long-term care. According…
Long Term Care Blog Series: Emotions and Planning
As we continue our long-term care blog series, this article will focus on some of the ways we deal with decisions regarding the potential…
Why Take the Risk?
In one way or another, I believe we all strive for comfort even if that is as simple as getting out of the heat…
Let’s Not Be Human
Every quarter, J.P Morgan Asset Management releases a small flip book called “Guide to the Markets.” It has 70 pages of colored charts that…
I Need New Sheets
I need new sheets for my bed. There was a point in my life when sheets were sheets, but not anymore. What I now…