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Category Archives: Financial Planning

Put Purpose in Your Financial Planning

Financial Planning, Pensions, Retirement

Put Purpose in Your Financial Planning One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be to keep working and growing that nest egg as […]

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Build Your Network and Give Back

Charitable Giving, Financial Planning

If Covid-19 and social justice movements have inspired your charitable side, you might consider approaching philanthropy the same way you would approach a career move. With so many people living and working online these days, there are more opportunities than ever to branch out from your social, personal, and professional contacts to identify areas of […]

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What Makes a Good Life?

Charitable Giving, Financial Planning, Retirement

You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf, hillwalking or bridge gives you a chance to unwind. Your volunteer work improves your community. The […]

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Be Resilient and Gain Personal Momentum Coming Out of the Covid-19 Pandemic Part 2: Growth Through Adversity

Financial Planning, Market Commentary, Retirement

In Part 1 of this series, Dr. Beth Kurland and retired Commander David Sears of the U.S. Navy SEALS shared three habits they believe will help folks build momentum as we – hopefully – continue moving towards the end of quarantine. By focusing on the present, embracing the positive, and leveraging our relationships and routines, […]

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