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Month: June 2018

106 Things We Do For Clients, No. 83

No. 83 of 106 Things We Do For Clients Facilitate the transfer of investments from individual names to a trust, or from a trust or retirement plan to beneficiaries. Surprisingly, the number-one reason that living trusts fail to avoid probate is because the assets were...

Shoplifting, an Invisible Costly Problem

Watch this video on YouTube In all my experience with problematic money behaviors, there’s one I’ve never addressed—shoplifting. It’s not discussed in the books I’ve co-authored. While I estimate that I’ve worked with or spoken to around 1000 people...

106 Things We Do For Clients, No. 82

No. 82 of 106 Things We Do For Clients Help with the continuity of your family’s financial plan through generations. Because we have more than one planner and our firm has a succession plan, the chances are great we will be there for your children and possibly...

Financial Advice Suitability Standard Does Not Mean What You Think

Watch this video on YouTube If you wanted hiking footwear, you probably would be surprised if a salesperson at an outdoors store suggested flip-flops. You would expect someone knowledgeable about hiking to recommend sturdy boots or shoes more suitable for your needs....

106 Things We Do For Clients, No. 81

No. 81 of 106 Things We Do For Clients Distribute information, including our own blog posts, that discusses significant and/or new financial concepts. You are often on our minds even when you are out of sight. We may email an article to you that we think addresses a...