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Category: Wealth Management
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Are You Getting the Best Return on Life?

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. It’s important to balance return on investments with return on life (ROL). Return on life is defined as, "How well you are doing in living the life you want, with the money you have.”

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Comparison Is the Thief of Joy

Mastering your wealth isn’t about beating someone else’s returns. It’s important to recognize that no two financial strategies are alike. Another person’s financial plan is likely (and should be) built around completely different goals and objectives, and completely different risk tolerances and acceptance of volatility. Your financial plan should focus on whether you are able to achieve your needs, wants, and wishes. Learn more.

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3 Steps to Help You Make Better Decisions about Financial Gifts, Inheritances

Have you received a significant financial gift or inheritance but don't know how to spend it wisely? Consider these three steps to help you make the best decision for your unique financial situation.

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When to Collect Social Security — Now or Later?

The Social Security Administration considers full retirement age at 66 or 67 years old (depending on your year of birth), but workers can start collecting social security as early as age 62. What are the benefits of collecting early versus later? Learn more here.

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Estate Planning Can Lead to Easy Estate Administration

The author shares her personal story of her mother's loss due to COVID-19 to highlight the importance of how thorough estate planning can ease a family's burden during a time of grief and sorrow.

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What's In Your Attic?

When spring cleaning and tackling those cluttered closets and dusty attic, don't be too quick in discarding those old toys and collectibles. Take a minute to consider if that item could have value. Do your research. You may be pleasantly surprised!

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Financial Wellness and Folded Shirts

This is the last in a series of six blogs about Smart Family Finances and ways to improve your decision-making regarding your money. In this article, we will attempt to wrap up the conversations about family finances in a “tidy” package.

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Liquidity Without Liquidation – How to use Security-Based Lending

A Securities-Based Line of Credit (SBLOC) can give you much needed liquidity without liquidating your investments. Learn about the advantages and risks of using an SBLOC.

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Don’t Let FOMO, Shiny Objects Wreck Your Financial Plan

For many, the last 365 days as an investor have produced many emotions: fear, greed, panic, anxiety, euphoria, information overload — but none more powerful that the fear of missing out or FOMO. Because of FOMO, our likelihood of making decisions that are outside of our expertise, and/or not in line with our overall investment strategy, skyrockets. Read why it's so important not to become blinded by the shiny objects.

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