ABCs

5 Ideas to Prepare Children for Wealth

My oldest child turns 11 this week!!!! Is he really getting closer to being an adult than a kid? Not only is he starting to eat us out of house and home, but we’ve now been having more mature conversations. We’ve been talking about how Middle School will be more responsibility, how he’ll have a… Continue reading 5 Ideas to Prepare Children for Wealth

ABCs, About Us, Retirement Planning, Uncategorized, Wealth Transfer

5 Things to Do, Financially, Before You’re 50

For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for kids, a popular vacation time, maybe even more casual attire at work. I’d venture to guess, it’s also the time of the year where people think about retirement… Continue reading 5 Things to Do, Financially, Before You’re 50

ABCs, About Us, Business Owners, Nearing Retirement, Retirement Planning, Uncategorized, Wealth Transfer

My Work Was My Identity. Now What?

In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like answering to a boss or managing relationships with co-workers. And for some, no more physical grind on the body, time away from the family or long commutes. Often what… Continue reading My Work Was My Identity. Now What?

ABCs, About Us, Nearing Retirement, Retirement Planning, Uncategorized, Wealth Transfer

Financially Sandwiched Generation

For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of financial hemorrhage. Sandwiched between adult children seeking (multiple?) degrees or grounded by a lack of available jobs and aging parents needing care and support, these clients are finding themselves having to keep multiple generations afloat, often… Continue reading Financially Sandwiched Generation

ABCs, Uncategorized

It’s Time to Find Out If Your Advisor Is a Fiduciary

Adam and I have been fortunate to meet several new families over the course of the last couple weeks. They found us in many different ways. Two came to us based on a referral from someone working with us already. Another sold a business after 30 years, and now needs to consider what’s next in… Continue reading It’s Time to Find Out If Your Advisor Is a Fiduciary