News Room

Make Your Financial Life Simple Again

May 26, 2020
When I was a kid, I had a collection of matchbox cars – my most valuable possession at the time.  They were kept in a special box, so I always knew where they were. Life was simple. Life was good. And that box made me feel secure. Do you remember having [...]
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The Surprising Key to Financial Peace of Mind

May 5, 2020
Most people appreciate the benefit of having a sounding board - someone they can bounce ideas off - for decision-making purposes. The opportunity to “think out loud” and get feedback from someone we respect and who understands us can be helpful. A [...]
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Dissatisfied with Your Wealth Management? Here's Why and a Better Approach

April 14, 2020
When financially successful families and individuals are concerned about the state of their personal finances they often reach out to a traditional advisor for guidance. Traditional advisors typically go by titles such as financial advisor, financial [...]
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8 Steps to Finding a Wealth Manager

February 6, 2020
If you’ve decided that you need professional assistance with your personal wealth management, this guide can help you. Whether you’re looking for one-time assistance with a specific need or a long-term relationship that lasts generations, you should find [...]
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Resources for Finding your Ideal Wealth Manager

October 23, 2019
Identifying your ideal wealth manager can be a bit like finding the proverbial needle in a haystack. There are many wealth managers to choose from and it may be challenging to differentiate among services and approaches. But it’s an important task that’s [...]
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Finding the Solution to Your Financial Concerns

August 14, 2019
As a provider of financial services, new clients share their financial concerns with us. Some examples include preparing for retirement, getting a better handle on finances, and dissatisfaction with investment returns and the amount of taxes they pay. [...]
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Identify the Relationship you Want with a Financial Advisor

July 17, 2019
Having clarity about the type of relationship you want with a financial advisor will save you time and reduce frustrations while searching for your ideal financial planner. It will also help increase the odds of finding a lasting relationship that will [...]
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Is a Big Retirement Move for You?

July 26, 2018
In the past we discussed how you can create a new lifestyle by moving to a different part of your own city. But as a retiree, you may have an even bigger change in mind. Many retirees move to completely different parts of the country or even to foreign [...]
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Retiring Confidently in a Down Market

February 26, 2016
(Note: We’re bringing you this month’s WEALTHWISE in the form of a story written from a client’s point of view. The story is based on a real one, but we have altered details to protect identities.)
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How to be Ready When the Paychecks Stop Coming

February 2, 2015
Retirement-time was near for one of my client-couples. Their finances were in excellent order. So why did the looks on their faces betray so much concern as they walked into my office? The truth is that retirement can bring new types of worries. This was [...]
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