Financial Planning

The Secret to Financial Success

Think about this—when do you go see a doctor? That’s right - when something is wrong. The same is true for when people go see their financial specialist – when the pain is bad enough. Why do we do this to ourselves?

Behavioral Finance

Charlie Mahar with Tealwood Asset Management joins us this week for our show to discuss Behavioral Finance.

Family-Centric Estate Planning

Our Legacy Planning Process helps families create a multi-generational vision that not only focuses on your legacy, but on the family’s legacy, which is built upon the foundation you set today.

Tax Reform Memoirs

A little known fact is that most of the recent tax reform has an expiration date in the near future, and there was very little effort to fight the ability for lawmakers to create claw backs. This means the statute of limitations law is critical and the clock is ticking.

How Do You Look At Your Money?

Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.

Are CDs Making a Comeback?

Don’t let your emotions manage your money. Remember to buy fear and sell greed as Warren Buffet says. Jumping out of volatility and into a “safe” CD right now is quite the opposite. Even if you can’t sleep at night and can’t stand the volatility of the market, you have options that can fight inflation.

Working with Wisdom

Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

Have You Disinherited Anyone Unintentionally?

Figuring out where you want your legacy to go and exactly how you would like everyone to receive it may be easy for you - or not, but even the simplest most straightforward estate plans don’t always actually turn out how you wanted them to. In fact, they may not achieve your wishes at all.

Will Your Retirement Plan Blow Up?

It is more important than ever to be proactive to stress test your retirement plan. Don’t accept a cookie cutter solution to your unique situation. There are so many creative planning tools out there. Work with someone who has an open architecture which utilizes these tools to address what is important to you before it is too late.

Tax Reform Windfall - Don't Let it Slip Through Your Fingers

Don’t wait until the end of the year or when tax time rolls around to wonder what you can do to pay less in taxes. By then it may be too late. Create your windfall today!

The Financial Situation of Your Children and Grandchildren

We encourage all of the families we work with to introduce us to their children and grandchildren, allowing us an opportunity to help them build a solid Life Plan to guide their financial situation – without reinventing the wheel.

Social Security and Medicare - Are They Promises the Government Can Keep?

Retirement costs are going up and your retirement income is going down. If you haven’t started planning for it, don’t waste a minute more. Time is the best investment tool you have and you can’t get it back once you lost it.