We have a TCI client who loves animals and years ago, adopted two dogs that became her beloved companions. Throughout their lives and especially as each dog neared his and her end, our client spent many anxious hours in the veterinary hospital waiting room to ensure they received the care they nee...
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Years ago, I attended a panel discussion at a conference, and one of the panelists challenged a fellow panel member to reassess how they defined a successful life. The panelist was talking about ROI (Return on Investment), but not in the traditional sense. Instead, the challenge was to look at your ...
Summer is here! This is probably my favorite time of year because two vastly different energies coexist. On one hand there’s excitement for what’s to come as vacations are afoot, grills are heating up, and kids are done with school. Yet, on the other hand, it’s a great time to slow down and ta...
Like a lot of kids, I dreamed of a career as a professional baseball player. I loved everything about the game: the crack of the ball against the bat, the triumphant gallop around the bases, the satisfying snap of a fastball. Baseball is precise, mathematical and so full of heart that nine innings a...
When it comes to investing, timing is crucial. Yet, predicting how the market will move nearly impossible. Since we don’t know for sure what tomorrow will bring, the best time to invest is now, rather than sitting on cash and watching inflation impact your savings. What if you didn’t have to cho...
Unless you have a crystal ball, estimating how much to save for future tuition costs can be tough. 529 plans are a popular financial tool for accumulating education savings and are at their most powerful when started early in a child’s life, but uncertainties abound. What will future college t...
Creating an estate plan can be rife with challenges. It’s hard enough to catapult yourself into a mindset where your future self is incapacitated or deceased, let alone decide which assets you want to leave to whom, when they should get them, and importantly, which people or entities you want to...
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