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financial planning

Inheritance

Pearls of Wisdom: Managing a Windfall

It’s the problem everyone wants to have: how should you spend a large additional sum of money? Whether the source is an inheritance, bonus or gain realized on the sale of an asset, the boost to your bank account can create the urge to splurge. As you begin to think about what you might do with your windfall, consider the following tips...

How We Work

Bring Everything With a Number on It!

Have you ever wondered why we always ask you to bring so many documents when scheduling an appointment?

-Current tax return
-Recent paystub(s)
-Current investment statements
-Retirement plan information
-Life insurance and Long-term care policy information
-Current Mortgage statement
-Social Security estimate of benefits statement
-Bank Statements
-A list of questions and goals

How We Work

Imagine If This Were You. . . .

Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.

We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.

sunset at a rocky beach
Aging

Answering An Age-Old (Old Age) Question: How Long Are You Going to Live?

Perhaps the biggest concern that clients share is whether their accumulated savings will last throughout their retirement years. How do they know if they've saved enough, or if they're spending their nest egg too quickly? One of the key factors in the equation is life expectancy - but how many people know exactly how long they expect to live?