Category: Blog

When Bad News is Good News – Or Is It?

As we move past the midpoint for 2019, the economic outlook for the US continues to be positive but at a slowing pace, with market watchers focusing on the Fed and interest rate movements as a signal for what might lie ahead. Why are many focused on the Fed and how do markets react to interest rate moves?

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Financial Planning for Myself

As you know from my previous blog, I recently bought a new house (more house, bigger mortgage.) Also, my amazing wife Julie, and I, just had our second daughter, Elizabeth (another girl, another college, another wedding, more dresses and purses.) Since I don’t want to be guilty of planning better for my clients than my own family, I thought this was the ideal time to take a look at some of the plans I have in place for my family.

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The Importance of Personal Umbrella Policies

In a blog that I wrote a few months ago regarding asset protection, I mentioned that a generally efficient and expedient way for many people to protect their assets is by having an appropriate umbrella liability policy in place. However, this is a part of a comprehensive financial plan and strategy that is often either overlooked or not kept current by many people, so I wanted to follow up with some more detail on the importance of umbrella liability insurance policies. Why do you need an umbrella insurance policy? How would you answer the following questions?

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Focusing on Results that Matter

Recently, my wife and I bought a new house.  She fell in love with it immediately and could see us raising our girls in the house, how could I say no?  But of course, there were financial matters to consider.  So, the planner in me immediately went to my budget spreadsheet to “crunch the numbers” and determine if we could afford it.  We have both been blessed in our careers and while this new home is a stretch to the budget, the answer is yes, we can afford our dream home.  So we decided to move forward. Now just the minor details of negotiating the purchase of the new home and selling our old home.

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My Divorce is Final – Can I Afford to Stay in my Home?

One of the most emotional decisions you may face following your divorce is whether to stay in your current home or not. When confronted with so many other changes, many people going through divorce decide NOT to change their housing, since it seems like one of the few things they can still control. For some, that can be a big mistake. Since housing costs may be your single largest expense, getting this decision “right” can have a huge impact on you and your family’s financial well-being in this next phase of your life. How can you decide if hanging on to the marital home is a mistake?

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What is a Living Will & Power of Attorney?

What is a Living Will & Power of Attorney?What is a living will and a power of attorney? And why do you need these documents? It is important to have a plan in place in case of an emergency or a medical situation where you are unable to make decisions about your medical treatment and financial affairs. If you do not have a plan in place, others will have to make these decisions for you, which may or may not coincide with your wishes. These difficult decisions are often left to family members, which can be gut-wrenching and stressful for them. To make sure your wishes are met, a living will and a power of attorney are important documents to have in place ahead of time.

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