I always try to lighten the mood in client meetings when we begin to discuss the topic of estate planning. It is a heavy topic and not an easy one to talk or think about. No one wants to imagine a time in which they are incapacitated or pass away, and they certainly do not want to think of these Read more…
Say “I Do” to Your Spending Plan
From the moment “Will you marry me?” is asked, the number of hours that goes into planning, decisions, and details for the one incredible day where two people say “I Do” is intimidating. There is an endless amount of advice out there to help you plan your dream wedding. But the most important thing Read more…
First Come, First Served: FAFSA Applications Open Sunday
If you (or a loved one) plan to attend college during the fall 2018 semester, October 1st is an important day for you; it’s when the Department of Education starts accepting students’ Free Applications for Federal Student Aid (FAFSAs). These applications are required to access state and federal Read more…
The Psychology of Giving: Charitable Donations in the Wake of Disasters
Natural disasters, such as Hurricanes Harvey, Irma and Maria, leave lasting scars on our country. Millions of people in Florida and Texas are still without shelter and power, and federal officials say recovery could take years. Read more…
The Equifax Security Breach: What You Should Know
The recent Equifax security breach has been on the forefront of many minds this week. The 143 million Americans—about half the U.S. population—affected may have had their social security numbers, birth dates, addresses, drivers’ license numbers, some credit card numbers and other personal Read more…
How to Plan for College Costs: A Roadmap
Whether you’re a parent, grandparent or student, the phrase “college tuition” comes with some degree of sticker shock. The good news is that it becomes much more manageable when you create a roadmap and plan ahead. Read more…
When Fees Destroy Diversification
Diversification is said to be the only free lunch in investing—but that’s not entirely true, because the extra fees associated with more exotic asset classes frequently offset the benefits of otherwise attractive diversifiers. Read more…
Financial Planning: Susan Conrad Weighs in on Latest DoL Proposal
Earlier this week, the Department of Labor indicated it will propose new exemptions— focused on certain classes of “clean” mutual fund shares—to its highly contested fiduciary rule. Read more…
3 Times You Shouldn't Roll over Your 401(k)
Financial advisors are quick to encourage individuals transitioning into new jobs or who are near retirement to roll their 401(k) account into an IRA. But is a rollover always your best option? While it’s a popular move, that doesn’t mean it automatically makes sense for everyone. Read more…
Transitioning Your Business? Consider These Questions First
Like most major life decisions, the choice to exit your business should not be made alone. Read more…
