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7 Considerations When Managing a Financial Windfall

Financial plans tend to change when a client receives an inheritance or some sort of financial windfall. It could be the sale of a business or maybe a substantial signing bonus at a new job. More commonly, it’s an inheritance from a loved one. New considerations come with new wealth. In some ways, the newfound… Continue reading 7 Considerations When Managing a Financial Windfall

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The Solo Journey After the Loss of a Spouse

The aftermath of a loved one’s death is an extremely difficult period. The grief journey takes time. In my short 12-year career I’ve already received that unfortunate phone call more times than I care to count and cannot imagine having to be the one that makes that call. In my position, the goal is to… Continue reading The Solo Journey After the Loss of a Spouse

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A Financial Planning Checklist For A Change in Jobs

It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a job transition; a period of time where their financial lives are in flux and their financial plan needs to be reevaluated. Whether a new career, a termination or a partial retirement, a… Continue reading A Financial Planning Checklist For A Change in Jobs