Lifelong Blog
Our nationally recognized, weekly blog posts.
Here a Bit, There a Bit, Everywhere a Bitcoin
Lately, I’ve had several discussions on the subject. When people call and tell me how wonderfully easy this investment is, my first instinct is to run the other way.
Donor Advised Fund: A Family Planning Tool
Charitable giving is at the core of many of us, especially this time of year.
Referrals: An Often Overlooked Holiday Gift
The system of referrals is not unique to the financial planning world; however, it is critical to the people we help.
12 End of Year Planning Tips
With year-end quickly approaching there are only a few more weeks to get those last minute planning items taken care of. Hopefully, these tips will motivate you to get off Santa’s naughty list and also help better position your finances.
Navigating the Chemours Deferred Compensation & RSP Restoration Plan
Right now, the Chemours (and several others) Deferred Compensation and RSP Restoration Plan are in an open enrollment period. This is a great opportunity to share with you how these plans work.
Our Company Values: This is Us
Our employees know our value system – we live it, breathe it, and make it part of our daily work lives. But, that isn’t enough. We want everyone (clients, prospects, employees, wholesalers, etc.) to understand them as well.
Teaching Children about Money and Finances
Consider this: there is no school mandated curriculum on Money. Crazy, right? A foundation of understanding money and finance is essential to navigating adulthood.
Helpful Retirement Statistics
When can I retire? It’s such a common question that I’ve already written a few blogs on the topic. However, dealing with a lot of engineers and analytics I know many of you like to understand statistics and averages when formulating decisions.
The 7 Steps to Negotiating a New Car
We all know that uneasy feeling of going into the car dealership to purchase that brand new car. Take a look below at my 7 step strategy. I’m confident it’ll help.
Mega Backdoor Roth: One Mega Strategy
You’ve maxed out your 401(k), now what? As clients prepare for retirement, they often look for smart ways to save additional money. There are plenty of options for those dollars after you hit your limits. But, the question remains: are there any that allow for tax favored savings?
Here a Bit, There a Bit, Everywhere a Bitcoin
Lately, I’ve had several discussions on the subject. When people call and tell me how wonderfully easy this investment is, my first instinct is to run the other way.
Donor Advised Fund: A Family Planning Tool
Charitable giving is at the core of many of us, especially this time of year.
Referrals: An Often Overlooked Holiday Gift
The system of referrals is not unique to the financial planning world; however, it is critical to the people we help.
12 End of Year Planning Tips
With year-end quickly approaching there are only a few more weeks to get those last minute planning items taken care of. Hopefully, these tips will motivate you to get off Santa’s naughty list and also help better position your finances.
Navigating the Chemours Deferred Compensation & RSP Restoration Plan
Right now, the Chemours (and several others) Deferred Compensation and RSP Restoration Plan are in an open enrollment period. This is a great opportunity to share with you how these plans work.
Our Company Values: This is Us
Our employees know our value system – we live it, breathe it, and make it part of our daily work lives. But, that isn’t enough. We want everyone (clients, prospects, employees, wholesalers, etc.) to understand them as well.
Teaching Children about Money and Finances
Consider this: there is no school mandated curriculum on Money. Crazy, right? A foundation of understanding money and finance is essential to navigating adulthood.
Helpful Retirement Statistics
When can I retire? It’s such a common question that I’ve already written a few blogs on the topic. However, dealing with a lot of engineers and analytics I know many of you like to understand statistics and averages when formulating decisions.
The 7 Steps to Negotiating a New Car
We all know that uneasy feeling of going into the car dealership to purchase that brand new car. Take a look below at my 7 step strategy. I’m confident it’ll help.
Mega Backdoor Roth: One Mega Strategy
You’ve maxed out your 401(k), now what? As clients prepare for retirement, they often look for smart ways to save additional money. There are plenty of options for those dollars after you hit your limits. But, the question remains: are there any that allow for tax favored savings?