Most married couples take a “divide and conquer” approach to household tasks and chores. One spouse might handle weekly shopping, the other might handle garbage and recycling. One spouse might handle laundry and cleaning, the other might handle yardwork and maintenance. One spouse might drive the kids to school, the other might handle pickup and… Read more »
Recently, we began working with a husband and wife who have created a successful business comprised of a collection of commercial real estate properties. Their business has a fair level of complexity, and the husband is really the only one who understands the ins and outs of the operation. He has existing relationships with… Read more »
A recent study published by npj Regenerative Medicine found that increased longevity has widened the gap between a person’s total healthspan (the number of years you are healthy) and lifespan by approximately 9 years. That means the average senior could spend the final decade of retirement contending with medical issues that may hinder their ability… Read more »
Remember those days during your career when just carving out a free weekend for a vacation felt impossible? Now that you’re retired, time is no longer an issue! You’re free to travel where you want, when you want, for as long as you want. And, for some retirees, that means extended vacations that allow… Read more »
Tony, Denise & I found ourselves in a client’s apartment one Thursday morning. We were all poring over bank statements and check records. “You withdrew $5,000 several times this month from your checking account”, Tony pointed out. “Do you remember what the money was for?” She said she didn’t remember but must have… Read more »
Was this finally the year that you took our advice, put down your pad and pencil, and let a CPA handle your taxes? Didn’t it feel good to have that extra hour or two of free time instead of spending a Saturday sorting through receipts? And didn’t you have a little extra peace… Read more »
It should come as no secret to investors that bear markets (a decline of 20% or more from a previous high in the stock market) occur with random regularity. They are the price that investors pay for the long term superiority of stock returns over most other asset classes. During the euphoria of bull… Read more »
Effective succession planning is usually a multiyear process that requires careful analysis, clear goal setting, and close coordination between a company’s internal teams and external service providers. That’s why boomers who own their own companies need to start thinking about their business’ future even if they aren’t thinking about retirement just yet. That’s doubly true… Read more »
Investing during market volatility can be like driving during a winter storm. Your best plan of action is to focus on what you can control and keep progressing towards your destination. And as the markets have turned a little blustery at the beginning of 2022, you might think of your financial plan as the… Read more »
