These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you’re not just having the conversation late. You’re having it under pressure. So how do you…
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Yours, Mine, and Ours: Estate Strategies for Second Marriage
If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.1 Unlike a typical first marriage, second marriages often require special consideration in order to address children from a prior marriage and the disposition of assets accumulated prior to the second marriage. Second Marriages…
How to Drive Financial Momentum into Next Year
Your peak earning years are a powerful time to build financial momentum—but it takes more than income. Strategic planning and informed decisions are key. As the year ends, consider these five areas to strengthen your financial foundation: 1. Investments Rebalance your portfolio to align with your goals and risk tolerance. If you hold employer stock…
A Hard Conversation Made Easy
A Hard Conversation Made Easy Throughout previous stages of life, you might have become accustomed to keeping your financial matters fairly close to the chest. Now, however, would be a good time to start involving your family as you develop and effectuate your estate plans. This article will help you think about how best to…
A CHECKLIST FOR WHEN A SPOUSE OR PARENT PASSES
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time. First, gather…
An Opportunity to Lead Your Family
If you find yourself simultaneously raising your own children while tending to your parents as they grow older, you’re not alone. Often aptly referred to as “the sandwich generation,” it’s at this unique stage that you’re sandwiched between the responsibilities of caring for your kids and parents at the same time. Both require time and…
Beyond Taxes: Is There More We Could Be Planning Together?
What can we plan together? Helping you navigate the complexities of the tax code and keep more of the money you’ve earned is incredibly rewarding, and it’s a pleasure to have you as a client. But there may be more we can plan together. Besides taxes, we can discuss additional financial guidance to help sketch…
7 Questions to Consider in Retirement
Are you on the brink of retirement or settling into your golden years? This chapter of your life can be exciting and rewarding, especially if you’re well-prepared. One of the biggest concerns on your mind, however, is probably money. Besides ensuring that you have enough to cover your retirement, it’s essential to understand how you’ll…
Estate Planning Tips for Blended Families
Every family is a little different, and that’s what makes families so beautiful! One common family structure is the blended family, which is a family that includes a couple and their children from previous relationships. Because these family structures are becoming more popular, it’s important to recognize blended families, especially when it comes to financial…
Investment Strategy: Where You Are Now vs. Where You’re Headed
From CEOs to athletes, most people striving for a certain level of performance are constantly assessing where they are and where they want to be. Regularly checking in helps them decide if they’re effectively using all their resources. Sure, it may seem OK to overshoot a goal, but if resources are used in the wrong…