Blog
Five Reasons I’m Wary of Retirement Calculators
Regardless of where you’re at in your life and career, the first question we all ask about retirement is, “Do I have enough?” That answer will depend on the lifestyle we envision for our retirement and the things we want our money to accomplish. The traditional...
Your Legacy and Alfred Nobel
Beloved cinematic truant Ferris Bueller said, “Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” As our careers start to wind down, our retirement comes into focus, and we begin to think more lucidly about the time we’ve...
Cramming for Life’s Finals
We move quickly through our lives. In our earliest days, we’re just figuring out how to socialize and move through the world, exploring our interests and talents. Then comes college and careers and falling in love and kids and families. In our youth, we’re building up...
Most Americans Aren’t Prepared to Optimize Their Retirement
A recent report from the American College of Financial Services has me concerned about the ability of many Americans to succeed in retirement. Managing your money and understanding the systems and structures in place that can optimize your savings or potentially...
How (And Why) To Review Your Estate Plan Regularly
Get your will done – check. Create an advance health care directive – check. Healthcare power of attorney – check. Getting the pieces in place of your estate plan is very satisfying but it can also lead to a false sense of security. Creating an estate plan is not a...
Smart Strategies for Win-Win Giving
You have a couple options when it comes to how to spend your money. Option 1. Accumulate wealth and then create an estate plan so that upon your death, money goes to support the various causes you believe in. Hope that everything goes to plan after you die. Option 2....
3 Questions to Ask Yourself About Leaving Money to Your Children
In the last post, we talked about some general things to consider when deciding on the question of how to leave money to your children. Today, I have a list of 3 questions you may want to ask yourself as you begin to figure out your inheritance plan. 1. Will my child...
How Much Should You Leave to Your Children?
"A good man leaves an inheritance to his children's children." That quote from Proverbs resonates with many of us. We want to be in a financial position where we have the ability to leave money to our heirs to give them financial security and to allow them to carry on...
How to Create a Will That Leaves a Legacy
Your will is more than a simple legal document with instructions about what to do with your estate. It is a piece of paper that can shape your legacy for years to come. Today I want to bring your attention to some issues that will help you think through what you want...
“Will I Have Enough?” Getting Over the Fear of Giving
It’s a concern I hear again and again: Will I still have enough? What people are really asking is a little more subtle, and it’s: If I give money to charitable causes, will I still have enough for me? This is a valid concern. No one would argue that it makes sense to...