Category: General
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Lessons to learn from Aretha Franklin’s lack of Will – Estate Planning
When legendary singer Aretha Franklin died last week at age 76, she did not have a will or trust, according to documents filed in Oakland County Probate Court. And now…
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College Savings or Retirement: How to choose? – Financial Goals Planning
When my wife and I were raising our three children, and busy with our careers, we often discussed where should…
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How Long Your Retirement Savings Last – Retirement Income Planning
A recent CNBC article suggested that a $1 million retirement nest egg doesn’t go as far as you might think. However, few of…
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What You Need To Know About 529 Plans – Save for College Education
If you’re saving for your child’s higher education, you probably have a lot of questions besides “How much more expensive…
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What to do when your Estate documents are old? – Estate Planning
In recent times, I worked with quite a few clients who already have estate documents, albeit executed many years ago.…
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What to Consider When Considering A Second Home – Home Buying
What to Consider When Considering A Second Home My wife and I took our long-awaited vacation at Turks and Caicos…
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8 Practical situations a Financial Advisor can help you – Financial Coaching
Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We…
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What recent graduates (and their parents) need to think about – Financial Planning
What recent graduates (and their parents) need to think about Spring is here, summer weather has begun (in many places),…
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5 Signs You Need A Financial Planner
5 Signs You Need A Financial Planner Sometimes it’s hard to ask for help and you think you can –…
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Retirement Planning is more than about Money
Retirement Planning is more than about Money It is a common misconception that retirement planning is all about saving for…
