Financial Planning


May

12

2017
Estate Plan Essentials

Estate Plan Essentials

It has been about a year or so since the Purple One rode into the sunset.  Though a brilliant musician, there was one area that Prince was lacking.  He died intestate.  Simply put, he did not have an estate plan. This has left his heirs scrambling through legal quagmires trying to determine what his last wishes were.  The issue is that with no will, they...

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May

05

2017
Financial Planning as a Process

Financial Planning as a Process

Oftentimes when I speak with a potential client for the first time, they have one item in mind that they want to discuss.  Typically, this is a pain point that has surfaced recently where they have realized they are out of the depth of their knowledge.  Maybe they have done a great job accumulating money. Now that they have it, they don’t know the most...

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Mar

31

2017
Lifestyle Creep and How to Avoid It

Lifestyle Creep and How to Avoid It

No I’m not talking about the plot of a scary movie.  Though the idea of Lifestyle Creep could possibly be a Hollywood Blockbuster.  I’m talking about the idea that over time, as we earn more, we spend more, oftentimes without consciously making the decision.  The trouble with this is that it occurs without us noticing.  The only way to combat it is to have a...

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