Sometimes you have to go through something to gain true perspective on the pros and cons. For example: Have you ever owned anything with someone who wasn’t your spouse? Think about a business partner you had, siblings, friends. Maybe it was a business or a property or something as simple as having had to share… Continue reading The Problem and Fixes for Forced Co-Ownership Through Inheritance
Growing up, we always had a family dog. I don’t remember life with my parents first lab, Ebony, but I still have vivid memories of our second lab, Ginger. Pets have a way of helping define certain periods of your life, don’t they? Ginger was my childhood. But my dog, Paxton, has helped define pretty… Continue reading Paxton’s Pawprints On Our Hearts
Life insurance is an important part of a client’s overall financial plan, and too often, it’s left out of the financial planning picture. Many households have no insurance at all, or, if they do, it’s an employer-provided benefit that may not be enough to adequately address their financial objectives God forbid something horrible happens. Our… Continue reading 3 Things to Know During Life Insurance Awareness Month
Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out, or how China will continue to maneuver in trade negotiations? Who has grand insight into the Federal Reserve’s next steps? Crystal ball on this next election cycle and on what an inverted yield… Continue reading Are You Willing to Accept the Certainty of Uncertainty?
Life throws us curveballs. And sometimes, we need help after striking out. I’ve come across a few situations recently where I was asked to give advice on how a private loan could work. For the people I work with, their willingness to help a friend or family member is both natural and commendable. I work… Continue reading 5 Considerations When Loaning Money to Others