Financial Freedom November 2014

Most of us have a goal of obtaining financial freedom or independence at some point in our lives. Of course, the sooner, well, the better. Financial independence conjures up more than simply cash or material wealth; it also suggests a certain peace of mind and an approach to life that focuses on abundance and not […]

Financial Freedom

Most of us have a goal of obtaining financial freedom or independence at some point in our lives. Of course, the sooner, well, the better. Financial independence conjures up more than simply cash or material wealth; it also suggests a certain peace of mind and an approach to life that focuses on abundance and not […]

Retire with Confidence September 2014

We recognize that retirement is not simply a goal but a state of mind. How best to enjoy one’s retirement? With enthusiasm and peace of mind. Simply put, “to retire with confidence.” This article explores best practices in relation to financial and retirement planning for those individuals and families saving for retirement, approaching retirement or already retired.

Estate Planning 101

The modern estate plan consists of a revocable living trust, pour-over will, durable powers of attorney for property, health care and mental health care. A slightly more complicated arrangement for tax planning would include the use of an A/B trust. Together these estate-planning instruments constitute a basic estate plan that is vital for the protection […]

Do you Know “Your Number?”

The stock markets keep climbing the wall of worry. Your investment accounts may or may not be. Should you be worried? That depends. Do you NEED your accounts to be up as much as the market? Can you survive the next time the market, and possibly your accounts, suffer large losses? Do you have enough […]

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