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The Financial Planning Blog

Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.

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Estate Planning  |  Legacy Planning  |  Wealth Management  |  financial planning  |  legacy planning  |  wealth management

The Secret to Doing More That Matters

Your Financial Wellbeing Many people take more time and care planning their vacations than their financial and estate plan. They leaf through travel guides and find the best rates online, all in anticipation of a week or two in their future. Because we’re human, planning for short-term fun often trumps long-term gain. We’re not certain about our future—a retirement that we may not have saved enough for, taxes, and risks. Combined, all of this causes us to lose enthusiasm and the courage to devote commitment, energy, and urgency to our planning.

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Estate Planning  |  Legacy Planning  |  Retirement Planning  |  estate planning  |  legacy planning  |  wealth management

Are You Wondering About the Soft Side of Estate Planning?

"The Greatest Irony in Family Estate Planning" I always find the greatest irony in family estate planning is that people tend to think more about financial assets and give little thought to the personal side of preparing heirs. Some clients just want to be “done with it” and not look at estate planning again. Looking through plans, I see they represent a lot of time and legal work. What’s often missing is the story behind it all. How did the family get to this point? What is the backstory of their pain, failures, victories and joys?

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Family Inventory Workbook

Family Inventory Workbook

Use this free workbook to gather a comprehensive list of all information pertaining to your family’s current financial picture!

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News & Awards  |  investment management  |  wealth management

The Aftermath of Brexit

The clearest consequence of the Brexit referendum in the quarter ahead will be political and market uncertainty. And that’s something we just can’t model. While this summation sounds simple and obvious, it is fraught with endless possibilities. What we have learned over the years, however, is to stay the course until we have a better picture of what lies ahead.

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Giving Back  |  Legacy Planning  |  Wealth Management  |  charitable giving  |  wealth management

You Were Meant to Soar

In his book, Run With the Horses, Eugene Peterson shares how a bird teaches its young to fly. Three young swallows were perched on a dead branch that stretched out over a lake."One adult swallow got alongside the chicks and started shoving them out toward the end of the branch—pushing, pushing, pushing... The end one fell off.

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Estate Planning  |  Legacy Planning  |  Wealth Management  |  cross purchase Buy-Sell Agreement  |  estate planning  |  legacy planning  |  wealth management

Cross-Purchase Buy-Sell Agreement

Under a properly funded cross purchase buy-sell agreement, an owner agrees to purchase all or a portion of the business interest of the other owners. The agreement stipulates that the deceased owner’s estate must sell the business interest and that the surviving owners will buy that business. The agreement also establishes the price to be paid either based on a fixed amount or a formula. In general, current tax law has made the formula method the more prudent choice.

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Estate Planning  |  Retirement Planning  |  Wealth Management  |  estate planning  |  wealth management

4 Key Money Moves Financially Savvy Couples Make

Financially savvy couples use 4 key money moves to stay organized, on track, and harmonious. They leverage today's tools and technology so they can feel confident and excited about the future.

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