Five Reasons I’m Wary of Retirement Calculators

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

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

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...
How (And Why) To Review Your Estate Plan Regularly

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

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....