The ABCs of NUAs: 7 Step Guide to Navigating Net Unrealized Appreciation
When it comes to advising executives how best to manage their finances, I find we quickly jump from basic to...
Target Date Funds: Why I’m not a Fan
A growing fad in 401(k) plans is Target Date Funds (TDF). While these funds serve a purpose for those...
Bring Your Kid to Planning Day
The other day I had a particularly interesting financial check-up with a client. What made this meeting different? ...
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...
12 Financial Planning Steps for Thirty-Somethings
Many of our client’s children are entering their pivotal 30’s from a planning perspective. Typically in your 30s, you’ll...
Purchasing a House: A Great Investment or Huge Financial Planning Mistake?
Owning a house is one of the more tangible milestones of the American Dream. While I strongly advocate owning your...
Understanding the Four Major Types of Annuities
Annuities can be a complicated animal. There are certainly circumstances where they fit a need in one’s life and...
Financial Planning Tips for the Twenty Somethings
Unfortunately, I've noticed a disturbing trend: the lack of financial literacy amongst adults. People need some financial foundations in place...
Understanding Annuities in 5 Minutes or Less
Despite being one of the oldest investment vehicles out there annuities are still probably one of the most misunderstood investments...
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