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Life Happens, but Purchasing Disability Insurance is Intentional
Happy, without Purchasing Disability Insurance Daria and Daniel Diligent had it all figured out. Both were hard-working professionals — Daria a dentist and Daniel a pilot. Happily married and living in a beautiful home, they were raising twin girls with the peace of mind that they had planned for everything and anything. The Diligents researched […]
Can You Avoid Having Your Identity Stolen by Family?
Having Your Identity Stolen by Family Hurts Worse Raphael’s Story Raphael was distraught and confused to learn that his son, Raphael Jr., had unknowingly and quite fraudulently signed his dad’s name to his own student loans several years back. Dad only found out about the forgery when he was denied credit and learned that Junior’s […]
The Most Expensive Refrigerator Does a Lot- to Your WALLET
The Needs vs. The WANTS I try very hard to be a minimalist. First, because I like to practice what I preach; and second, because leaving a colossal carbon footprint negates the simplicity I try to reflect in my lifestyle. Don’t get me wrong, I like to have nice things, take vacations and treat myself […]
2018 IRA Alerts Investors Will Want to Know
The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]
Living Frugally Makes for a Rich Life- if You’re Willing to Wait
The Fundamental Rules of Living Frugally Living a life of fiscal responsibility sounds so boring. Delayed gratification and a lifestyle of responsible spending aren’t exactly the things people are celebrating on magazine covers or TMZ Live. Yet living frugally is one of the oldest, most reliable and fastest paths to wealth. From tiny homes to […]
Seeking a Money Magician? 5 Don’t’s When Selecting a Financial Advisor (and 5 Do’s)
Many would-be investors don’t understand the basics of Investments 101. In a way, the process of spending a little money to make more money is a lot like magic: $100 goes into the top hat, and with a wave of the wand, $1,000 comes back out. Most of us need a money magician, aka a […]
Balancing Finances and Family- Sisterly Love Doesn’t Pay the Rent
Balancing Finances and Family: Good Intentions, Bad Behaviors After another 12-hour day at work, Julie was disgusted and dismayed when she walked into her kitchen to start pulling dinner together. As she approached the kitchen, she saw broken potato chips around the garbage bin and the chocolate syrup bottle on the counter, swimming in a […]
Gold Investments Remain a Stable Choice Despite Economic Uncertainty
The Gold Standard Skittish Baby Boomers and their financial advisors seeking retirement investments that might act as a shock absorber to their portfolios during volatile times are increasingly turning to the age-old fallback plan: Gold investments. This enduring asset class once again appears to be a standby option for those made nervous because of heightened […]
Sibling Squabbles over Mom’s Money: Divvying Assets Between Multiple Heirs
Financial Transitions when Mom Has Money For many, it is a common dream: a peaceful retirement after years of hard work providing for your family. It is the iconic American Dream to work and then to pass along the fruits of your labor to the next generation. But as lovely as this image may feel, […]
Life After Bonds: Non-Traditional Investing Advice for Boomers
Supporting Longevity in the Long Term People are living longer than ever before in history. Thanks to advancements in health care and an ever-increasing focus on wellness, many are living long enough to watch their great-grandchildren grow up. While this is great news, it means that people now need more funds than they ever anticipated […]