At TCI, we have six well-defined core values that shape our culture, influence how we hire and with whom we work. Together the six values align to create an incredible tool that allows us to fulfill our mission of empowering purpose-filled lives for our clients. One of those values, in par...
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Aside from your spouse and maybe your doctor, your relationship with your financial advisor will likely be one of the most important and intimate of your life. Or, at least, that’s what it should be. As a CPA and a financial advisor for nearly four decades, I’ve helped dozens of clients cra...
Preparing to move is generally not a pleasant task. We tend to accumulate a lot of stuff and, unfortunately, we don’t recognize it until we start packing it in boxes. However, after we move and settle in, the excitement begins to build with all the new opportunities that are available in a new pla...
In mid-December 2019–in a world far, far away from our current COVID state of mind—Congress passed a significant piece of legislation that has major implications for the retirement, tax and estate planning of many Americans. Called “Setting Every Community Up for Retirement Enhanceme...
For most of your life, retirement was probably a fuzzy concept in a faraway future. Sure, you prepared for it by diligently squirreling away money, but aside from that, the precise details of what your life might look like as a retiree got little attention. Now, retirement is here, or maybe it is lo...
Americans have long been among the most financially generous people in the world, a virtue that has been very evident to me in the nearly three decades I’ve been working with clients as a financial advisor. Many of my clients have created big-hearted bequests in their wills in the hopes of using t...
Updated August 16, 2022 During a meeting a few years ago, I posed a delicate question to a client in his 80s. The client, an artist, lived alone in a home full of treasures, but the house was getting difficult to maintain. “Would you consider downsizing?” I gently asked Jim Howard. Downsizing is...
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