Estate Planning: Get It Done NOW
March 22, 2010
I do have one non-negotiable, must-do for my clients: Get your estate planning done. By that, I mean, get your legal paperwork complete which instructs the living how to handle
Blogs That Make Financial Planning Feel Easy
Explore smart strategies and insights to take control of your finances.
Don’t Share Real Estate Ownership
March 15, 2010
I have very few must-do’s and should’s in my life and for the lives of my clients. This one, though, I’m clear about: Friends don’t let friends share real estate
Saving for College—the 529?
March 8, 2010
People are often surprised that I don’t recommend using 529 plans as a college savings plan. Section 529 of the Internal Revenue Code allows you to take after-tax dollars, put
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Not Sure Who to Trust With Your Money? Start Here.
Hiring a financial advisor sounds easy until you see a dozen websites and have zero idea who’s legit and who’s just a good salesperson.
This free guide walks you through 5 smart, real-world questions to ask any advisor before you commit. It’s short, direct, and could save you from years of regret.
If you’re serious about getting financial clarity, this is where to start.
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