Proactive Plan Sponsor Communication Recommendations During COVID-19
Because of recent news surrounding Coronavirus (COVID-19), we wanted to take this time to share a few messages and recommendations.
If You Love Someone, Make Them Your Beneficiary!
As we know, the financial services industry is known for its slow uptake of new technology, favoring instead the ‘tried and true’ tactics...
Divorce – Asking the Right Questions
No one says “I do” thinking they eventually won’t, but it’s an unfortunate reality that more than 50% of I-doers eventually... don’t. Few life events are so emotionally driven as divorce, but if you get stuck in the emotional vortex,…
Life Events – Kicking the Bucket
I know, I know--you don’t want to talk about this topic. And I understand. We don’t like to think about death, especially our own, and for that reason, we have a tendency to leave the big to-do of estate planning…
Life Events – Birth
“You’ll never actually feel ready to start a family,” my friend and mentor told me over a pint of Guinness. My wife was ready, but I didn’t feel prepared--emotionally or financially. As a young financial planner, I wanted to take…
Life Events – Buying And Selling A House
Ahh, homeownership. It’s what marks your arrival as an American adult, right? Perhaps. Wait, but aren’t younger generations rejecting tradition, choosing the freedom of renting over the baggage of homeownership? Not really. In 2015, the median age of first-time homebuyers--31--was…
Life Events – Marriage
Over 50% of marriages end in divorce, and the number one reason given for the splits is disagreements over money. So what do you think--maybe it’s a good idea to consider the role of money in your marriage? Whether you’re…
The Questis Method
“There are so many things I need to do with my money! How do I know where to start?” Personal finance is daunting to approach because of its vast breadth, so we must prioritize. But since each person--and financial plan--is…
Life Events – Starting a New Job
Few transitions in life create more excitement--and anxiety--than starting a new job. But as your focus is drawn into a future filled with promise, please don’t neglect the host of decisions required in the present, and a golden opportunity to…
Life Events and Transitions
There is a way to approach personal finance systematically--a method--that unifies your personal priorities in life with those actions that will help you make the most of every minute and dollar you invest in your future. But life doesn’t wait…