Why is it that most people plan thoughtfully for life goals but seem to push to the side their financial planning goals? This is a question that has confused me for years. It’s like people are programmed to fall short on financial matters. Then I realized that most people actually are programmed to fall short [...]
Archive for the ‘Financial Advice’ Category
Inheritance, by definition, is the devolution of property on an heir or heirs upon the death of the owner. Wow! Can you imagine a more impersonal definition of inheritance? I know the topic is controversial and not everyone views an inheritance the same way, but it is a very important subject to reflect on. Granted, [...]
It’s safe to say when it comes to money that we all have different emotions with handling it. If that weren’t true, we would all have stress free relationships when it comes to the topic. So, why is there no simple formula that works for everyone? The answer is that we all have different financial [...]
As individuals and families nudge ever so closer to the end of their career and the beginning of retirement, their minds can’t stop from wandering about the what if’s that lie ahead. The most popular question I’m asked when working with these fine people is “Do I have enough money to provide an income for [...]
This question is the most asked question I get from family members, friends, and clients. Everyone wants to know what to expect and how they should plan accordingly. Although I don’t know what to expect exactly, I do have some strong opinions about what might happen and how we should be planning ahead. Clearly, the [...]
As we all know, the markets and the economy have been one heck of a roller-coaster ride in the last 18 months. We’ve experienced a flood of emotion and concern about where we are as an economy and what is ahead for us in the future. This a major question and one our clients have [...]
Why is it that most people plan thoughtfully for life goals but seem to push to the side their financial planning goals? This is a question that has confused me for years. It’s like people are programmed to fall short on financial matters. Then it hit me, most people are programmed to fall short on [...]
It’s that time of year again, the time we conduct a self evaluation of ourselves and circumstances and see what areas we want to improve. We like to refer to them as resolutions even though we should call them and, more importantly, treat them as goals. Regardless of your choice of terms, this year happens [...]
