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How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

The Comprehensive Guide to Estate Planning

An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

College Applications as a Marketing Campaign

What do marketing campaigns and college applications have in common? Both require a process to frame a story and create a memorable impression. Developing a marketing campaign is not done overnight. It includes pre-production planning, production filming, and post-production editing.  The m …

Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …

Uncharted Territory – with Charts

Yesterday saw the largest single day stock market drop since the great recession.  While most would place the blame on the rapid spread of coronavirus, this was also a reaction to an oil price war where Russia and Saudi Arabia came to loggerheads, unable to maintain a three-year-old deal to …

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