6 ITEMS TO INCLUDE IN YOUR ESTATE PLAN
Perhaps no other aspect of retirement planning is as overwhelming as creating an estate plan. It’s hard to anticipate every eventuality, and it’s even harder to make decisions …
5 CONSIDERATIONS FOR TAKING CARE OF AGING PARENTS
We speak with many clients who have one or more children of their own and who are also be helping to care for their aging parents. This assistance …
MANAGING FINANCIALLY DEPENDENT ADULT CHILDREN
In late 1997, a regional investment management firm held a well-attended forum for its ultra-high-net-worth clients on “The Responsibility of Wealth.” The highlight of the forum and the …
6 TIPS FOR MAKING SMART FINANCIAL DECISIONS
Just like the fields of aviation and technology, the world of finance is complex and constantly evolving. Throughout your life, you’ll have to make key decisions that can …
USING AN HSA AS A RETIREMENT ACCOUNT
There are few vehicles as tax-efficient as a Health Savings Account (HSA). I like to think of HSAs as a ROTH on steroids. As you know, in most …
ARE YOU GAMBLING WITH YOUR INVESTMENTS?
Recency bias is one of a long list of behaviors that lead people to make decisions they might not otherwise make after more thought and reflection. Other examples …