Financial Planning
Case Study: Planning Issues for Spouses with Large Age Differential
Love has no age limit. Couples who meet in high school or college are typically less than 4 years apart in age. However, when spouses marry later in life, the…
Read MoreFinancial Planning for the One Who Has It All
Imagine this. We are going to take everything from you except the clothes on your back. Now we are going to give you a bag of money that equals your…
Read MoreWhy your Pastor may Refer you to a Financial Planner
As you settle into the pews for Sunday service, the pastor mentions to the congregation that it’s ‘Giving Sunday’ – the annual ritual of giving parishioners the opportunity to give,…
Read MorePicking the Best Financial Adviser
Fee–Only vs. Fee-Based Advisers There are thousands of financial advisors in the world today, all vying to manage your assets. They have fancy titles, including money manager, financial planner, senior…
Read MoreThe Financial Planning Checklist
Imagine planning a cross country road trip, ala The Griswold Family. You’ll be gone for three weeks, and you’ll drive over 3,000 miles. You’re going to stop at every National…
Read More