How to Prepare for a Productive Meeting with Your Financial Planner
What to expect from your first (or next) meeting with a financial planner, and how to prepare without having everything figured out.
How to Build the Right Team for a Successful Business Sale
Selling a business involves far more than finding a buyer. Learn how financial, legal, and exit-planning experts help owners prepare for a successful transition before, during, and after a sale.
Family Preparedness Series: What to Do When a Loved One Passes Away
A compassionate guide to navigating the emotional and financial steps after the passing of a loved one.
Family Preparedness Series: How to Prepare Your Family Before You’re Gone
An estate planning guide to reducing uncertainty and making life easier for the people you love.
I Want a Carefree Retirement
Knee deep in debt, Bob and Carol were trying to decide if they should raid their retirement account to pay for the rest of the kids’ college education or if they should take on more student loan debt. Both choices made them sick to their stomach to think about. Either way, they couldn’t see a […]
The Crazy Stock Market
What’s the story with the stock market these days? Many people are concerned about the Chinese stock market. Note that the Chinese stock market is much like going to Las Vegas in the US. It has little to do with the Chinese or world economy overall. I typically ignore what’s happening in Vegas as I […]
Financial Planning Girl Scout Style
People don’t normally think about Girl Scouts and financial planning together. Common thoughts are more along the lines of cute little girls in green, camping, and of course cookies. But a lot goes on to make those camping trips happen. And cookie sales are really an owner-run small business. Like any family or business, a […]
What’s up with 529 plans?
Let’s explore college planning for your children or grandchildren. There are so many great questions about the “best way” to get ready financially for college, but the answers are very complicated. There’s no way to cover this vast topic in one shot, so let’s look at one college saving method: the 529 plan. If you […]
The Bond Case
I recently had a conversation about buying individual bonds versus a bond mutual fund. I’m always amazed that investment advisors believe that buying individual bonds is a bad idea. The most cited reason for not holding individual bonds is that you get a terrible price compared to the “Big Boys” at a mutual fund. But […]
Sold Your Home? Now What?
A client recently contacted me about selling their home to retire in a sunny, warm place. They wanted to know what information they would need to collect about the sale of their home for their taxes. There are many tax benefits to purchasing a home which are well known, like deducting interest payments on a […]
How to Save at Tax Time
It’s that time of year to dig through the files and prepare your tax return for 2015. As I prepare tax returns and talk with clients I realize there are some tidbits of the tax code that aren’t obvious that could save you money or problems down the road. I thought I’d share them. Medical […]
What happens when you’re gone?
I was asked recently why one would establish a trust when estate planning. If you have a “simple situation”, a trust isn’t necessary. A simple situation would be if you and your spouse have only been married once, are still married, are US citizens, and don’t have children. If you want and expect your assets […]
Plan to Win
I spent last weekend bicycle racing, my favorite activity! It was the Master State Championship, so considered a “big race” to some and a stepping stone to the National Championships for others. Thinking about how racers deal with “big races” whether it’s the local weekend race or the World Championship, I realized how similar it […]
What About RoboAdvisors?
RoboAdvisors have become popular recently. They provide a way for you to input what your goals are and the RoboAdvisor will come up with a plan just for you (and a million other people just like you). They are popular because they’re pretty easy to get started and their fees are very cheap, far cheaper […]
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