Lifelong Blog
Our nationally recognized, weekly blog posts.
Snow Day Thoughts: The Work from Home Dilemma
As I write this blog I’m sitting in my bedroom on our “butterfly chairs” looking out the window. All I see are beautiful rolling hills and snow flurries as the winter elements are starting to fill the air. I’m in my sweatpants and tee shirt while my daughters are watching television home from a snow day. It is 9am and I’ve already worked out, sent dozens of emails, and made a few phone calls. Generally I’m not a big work from home guy (although I feel like I’m always working regardless of where I am) but today’s weather has got me thinking. What would it be like to work from home all the time? Would I like it myself? As an owner of a small company would I like it for my employees? Let me share my thoughts and would love to hear yours as well.
Why Should I Care About Long Term Care?
As our retiree clients start to age, one question is always on their mind, healthcare! They are concerned about costs, exposure, and need. When discussing retiree healthcare concerns with our clients, there is one area that always comes up, Long Term Care needs. This becomes a concern for many as this exposure isn’t covered under health and Medicare […]
Tax Season’s Two Big Changes
Taxes. They are on everyone’s mind these days. With 2018 behind us, it’s time to prepare for tax season. Soon most of us will be filing with the IRS. Most people I know are praying they won’t owe too much. That said this leaves many with some lingering thoughts, or concerns rather, about how the […]
4th Quarter 2018 Market Commentary Video
Andrew Rosen, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.
6 Ways Your Parents Affect Your Relationship With Money
Financial psychology fascinates me. Every day I get to see it have real world implications during meetings with clients. When I have the pleasure of working with ones parents and children (3 generations), it becomes a real social experiment. In this setting I see how these people are more alike than they imagine. It offers itself as an interesting generational sample pool.
2nd Quarter 2019 Market Commentary Video
Kyle Hill, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.
The Life Lesson Learned from The Marvelous Mrs. Maisel
I’ve written about the struggles of taking “real” vacations many times. Unfortunately, I have many clients who seem afraid to take a vacation. These individuals never decompress and thus make themselves miserable. Much of the show’s second season is filmed in the Catskills. Back then families vacationed together for the entire summer. Often, they’d rent a cabin (think Dirty Dancing style) for the season where there’d be dances and activities for the whole family to enjoy. Most importantly, they’d relax for an entire three months a year. (Crazy, right?)
Tax Refund: Money You Don’t Want
It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax documents and await the day where you dump the mess into your CPA’s lap. “Good luck,” you say, then cross your fingers and hope you don’t get the unpleasant surprise of owing money. (That’s the […]
To Lump Sum or Not To Lump Sum {The Big Pension Debate}
Whether retiring soon, or you got a letter from an old employer, many are forced to make “the big pension decision.” Do you accept a one-time, lump sum option, or keep the pension as a monthly annuity payment? Every year, this topic arises with clients. Therefore, I thought it’s time to share the thought process […]
The Downsizing Myth
Is downsizing just a myth? Many people in retirement upsize, “rightsize” or make no change at all.
Snow Day Thoughts: The Work from Home Dilemma
As I write this blog I’m sitting in my bedroom on our “butterfly chairs” looking out the window. All I see are beautiful rolling hills and snow flurries as the winter elements are starting to fill the air. I’m in my sweatpants and tee shirt while my daughters are watching television home from a snow day. It is 9am and I’ve already worked out, sent dozens of emails, and made a few phone calls. Generally I’m not a big work from home guy (although I feel like I’m always working regardless of where I am) but today’s weather has got me thinking. What would it be like to work from home all the time? Would I like it myself? As an owner of a small company would I like it for my employees? Let me share my thoughts and would love to hear yours as well.
Why Should I Care About Long Term Care?
As our retiree clients start to age, one question is always on their mind, healthcare! They are concerned about costs, exposure, and need. When discussing retiree healthcare concerns with our clients, there is one area that always comes up, Long Term Care needs. This becomes a concern for many as this exposure isn’t covered under health and Medicare […]
Tax Season’s Two Big Changes
Taxes. They are on everyone’s mind these days. With 2018 behind us, it’s time to prepare for tax season. Soon most of us will be filing with the IRS. Most people I know are praying they won’t owe too much. That said this leaves many with some lingering thoughts, or concerns rather, about how the […]
4th Quarter 2018 Market Commentary Video
Andrew Rosen, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.
6 Ways Your Parents Affect Your Relationship With Money
Financial psychology fascinates me. Every day I get to see it have real world implications during meetings with clients. When I have the pleasure of working with ones parents and children (3 generations), it becomes a real social experiment. In this setting I see how these people are more alike than they imagine. It offers itself as an interesting generational sample pool.
2nd Quarter 2019 Market Commentary Video
Kyle Hill, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.
The Life Lesson Learned from The Marvelous Mrs. Maisel
I’ve written about the struggles of taking “real” vacations many times. Unfortunately, I have many clients who seem afraid to take a vacation. These individuals never decompress and thus make themselves miserable. Much of the show’s second season is filmed in the Catskills. Back then families vacationed together for the entire summer. Often, they’d rent a cabin (think Dirty Dancing style) for the season where there’d be dances and activities for the whole family to enjoy. Most importantly, they’d relax for an entire three months a year. (Crazy, right?)
Tax Refund: Money You Don’t Want
It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax documents and await the day where you dump the mess into your CPA’s lap. “Good luck,” you say, then cross your fingers and hope you don’t get the unpleasant surprise of owing money. (That’s the […]
To Lump Sum or Not To Lump Sum {The Big Pension Debate}
Whether retiring soon, or you got a letter from an old employer, many are forced to make “the big pension decision.” Do you accept a one-time, lump sum option, or keep the pension as a monthly annuity payment? Every year, this topic arises with clients. Therefore, I thought it’s time to share the thought process […]
The Downsizing Myth
Is downsizing just a myth? Many people in retirement upsize, “rightsize” or make no change at all.