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

Uncategorized

Lessons From Ruby: Raising Charitable (Grand)kids

If you watch Good Morning America regularly1, or are an avid Facebook user, you may have stumbled across Ruby Kate Chitsey by now. Her story has gone a bit viral. Ruby is an amazing 11-year old whose story connected deeply with me, not just because I also have an almost 11-year old, but because I’m willing to bet Ruby’s generosity was a learned… Continue reading Lessons From Ruby: Raising Charitable (Grand)kids

Wealth Transfer

7 Gifting Ideas for Your Wealth Transfer Plan

Wealth Transfer Planning 5 of 6 In wealth transfer planning, we often think of how we want to distribute our assets upon death. But what is sometimes overlooked is the opportunity to give assets away prior to death, which, in some cases, may be a better way to meet your goals and objectives. Not only… Continue reading 7 Gifting Ideas for Your Wealth Transfer Plan

Wealth Transfer

Wealth Transfer Planning: A Case Study for a Blended Family

Wealth Transfer Planning 6 of 6 Blended families are not uncommon these days. But this complicates estate and wealth transfer planning because there are typically multiple heirs from different bloodlines involved. And when there is real estate and/or business interests to consider, things get even more hairy. Maintaining control over this type of estate to… Continue reading Wealth Transfer Planning: A Case Study for a Blended Family