What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a restaurant review, news about non-profits we support or some other surprise. So keep checking in. We’re glad to have you reading along.
To many people, a trust seems like a basic (albeit highly effective) estate planning tool. The maker of the trust transfers ownership of certain assets to the trust, and a trustee manages those assets for the beneficiary or that trust....Read More
In case you missed our Enjoyable Retirement Solution Workshops a few weeks ago, the recurring theme that comes up regarding how I design my retirement income plans vs. traditional thinking is that my plans are measurable. Most plans...Read More
Key Takeaways We expect the Fed to announce asset reduction in September. This may push 10-year Treasury yields higher over time. We estimate that impact could be 20 to 40 basis points. However, long-term yields should remain anchored....Read More
For those of you with school aged children, I hope everyone had a great start back to school! My three kids started kindergarten, second grade and fourth grade this year, and so far they're excited about school. Hopefully that...Read More
It's that time of year again-FAFSA (Free Application for Federal Student Aid) deadlines are quickly approaching! Every year, more than $120 billion in federal grants, loans, and work-study funds are awarded to more than 13 million...Read More