Tag Archives | family financial planning
It's Raining on Sunshine

Sunshine and Umbrellas

  Is your Umbrella up even on a sunny day? This isn’t a crazy question! I’m referencing a very important type of insurance coverage that most people don’t have.  Too many don’t even know about it.  That type of coverage is Umbrella Liability Coverage.  Have you heard of it? We live in a society where […]

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Mama Duck & Ducklings

Family – Ties or Knots?

What makes up a family?  How would you define your family? Mother’s Day has passed and Father’s Day is coming.  Are your parents living?  Are you a parent?  What do these holidays mean to you? For me, these are unusual holidays.  My Dad died when I was seven and my Mother never remarried.  There were no […]

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I'm Hooked - MJ's First Sailfish

Can You Do the Happy Dance Yet?

  I’ve got a lot of living left to do!   Isn’t that the name of a song?   Planning today for tomorrow’s uncertainty doesn’t have to mean you have one foot in the grave. In fact it can help you feel quite the opposite. Planning ahead can add confidence and provide a sense of calm amidst […]

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MaleCaregiver2

Men Do It, Too!

The Caregivers Challenge Let’s Hear It For The Boys! This post is a personal one. It’s a public thank you to all the guys out there who are stepping up to the challenge; the challenge of caregiving. Guys… I’m speaking to you… you know who you are. Caregivers come in many shapes and sizes.  Some […]

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Holding Hands with Elderly Patient

Long Term Care Insurance – Is it Right For You?

Sara and I are finding that we are having more and more conversations with clients in regard to Long Term Care planning. Many of our clients are caring for aging parents and recognizing the challenges this creates for families.  The baby boomer generation has brought with it a unique set of challenges. Greater numbers of […]

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key retirement benefits

4 Key Benefits for Establishing a Small Business Retirement Plan

Are you a small business owner? Have you  considered establishing a retirement plan for yourself as well as your employees? Or maybe you work for a small business and would like to encourage the owner to establish a retirement plan. Here are 4 key benefits that make the case for establishing a retirement plan for your business. […]

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financial-planning-leaving-your-legacy

Legacy Planning – Give it YOUR way!

Legacy planning is a big part of the financial planning process. We help families develop strategies for taking care of the next generation in many different ways. We often ask clients, “What’s the purpose of your money?” Some family legacies are about money some are about memories and some are fortunate enough to be both. […]

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Year End Tax Planning

5 Smart Year-end Tax Tips for Small Business Owners

Guest Post by John R. Wheeler, CPA, CFP®  (learn more about John at the end of this post).   Year-end is fast approaching for most small business owners that use a December 31st year-end.  We assume that there are many tax law changes on the horizon and they will impact individuals and small businesses.  We do not […]

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Blue box (4)

It’s Emotional!

Buy low sell high. That is the goal, yet most investors do the exact opposite.         Why?       It’s simple.       It’s human nature.       It’s emotional.      Let’s take a look at some of the behaviors that influence our decisions.  We are most influenced by pain points that are the most recent, […]

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Olympic Behaviors

Olympic Behaviors

What’s your medal in? What are you working toward?    By the time you read this the 2012 Olympic events will be well on their way to entries in the history books.  We will be relishing thrilling victories and agonizing defeats.  Past champions limelight will be lavished on new individuals.  Personally I’m rooting for Michael […]

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