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…
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What does “Wealth” Mean to You?
In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning. That’s why we need to…
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…
Retirement Planning: What do Military Families Need to Know?
Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge, because you need to ensure that you meet all the military’s qualifications and that you are taking full advantage of any veterans benefits coming your way. To celebrate National Veteran and Military Family Month, in…
Will Power
Only one-third of adults have a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.1 But a will is an instrument of power. Creating one gives you control over the distribution of…
Dividing the Family Pie Are Equal Slices Best?
When planning the division of your assets, you may believe in a policy of “share and share alike.” This is perhaps the easiest method, and often the way to avoid conflicts and complaints of favoritism. But does equality necessarily equate to fairness? After all, fairness is only relative, especially when one considers factors such as age, talents/skills, interests,…