Helpful Advice
Articles from our nationally recognized, weekly blog.
College Advice: From Parent to Parent
A somewhat unique perspective of my career is the vantage point I have into how clients (from all walks of life) handle financial endeavors. I see (and have helped advise on) it all – from new jobs, new family members, college planning, retirement, even (unfortunately) deaths of loved ones. Usually, I simply give some form of advice on maximizing any situation. Other times, I customize a strategy with an individual’s specific needs and circumstances.
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 College Planning Advice You Thought You Already Knew
Are you trying to give your kids a leg up on their collegiate careers? Our latest blog discusses a simple, yet brilliant idea how.
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? Well, he brought his son.
Donor Advised Fund: A Family Planning Tool
Charitable giving is at the core of many of us, especially this time of year.
College Advice: From Parent to Parent
A somewhat unique perspective of my career is the vantage point I have into how clients (from all walks of life) handle financial endeavors. I see (and have helped advise on) it all – from new jobs, new family members, college planning, retirement, even (unfortunately) deaths of loved ones. Usually, I simply give some form of advice on maximizing any situation. Other times, I customize a strategy with an individual’s specific needs and circumstances.
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 College Planning Advice You Thought You Already Knew
Are you trying to give your kids a leg up on their collegiate careers? Our latest blog discusses a simple, yet brilliant idea how.
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? Well, he brought his son.
Donor Advised Fund: A Family Planning Tool
Charitable giving is at the core of many of us, especially this time of year.