Archive | Estate Planning

Planning your estate for the benefit of your loved ones

WIl, Beneficiary, IRA

6 Terrible Estate Planning Ideas

As part of the financial planning process, I review a lot of estate planning documents.  Part of my job is to encourage clients to update their documents, and/or ensure that their estate planning documents match their stated goals and intentions.  My experience in reviewing estate documents provides me with sufficient ammunition to rubber-stamp a good […]

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WIl, Beneficiary, IRA

Simple Estate Planning – Your Assets When You Die

Guess what? You are going to die.  And no, it’s not because “I know what you did last summer”… I find it interesting to broach this topic with clients.  Some clients open up and share their deepest fears, thoughts and emotions. And others, well they clam up and become visibly uncomfortable. Regardless of how you […]

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Financial Planning for the Business Owner

Working with business owner clients can be difficult. In this case, I mean difficult in a good way (and I am not just saying that). Business owners often have a greater number of financial questions as compared to non-business owner clients.   I love this.  This work allows me to delve deeper into their financial plan […]

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Financial Planning for the New Parent

As you may know if you’ve read any of my previous blogs, “N” and I are having a baby.  Well…technically she is having a baby, and I am here for the 9 month ride. “N” has been a champion about this whole pregnancy thing, and I’ve had little to do.  She’s been doing really well. […]

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