One of the most difficult yet important decisions that an owner or owners in a business are faced with is how the business will survive or be transferred when they are no longer serving in the same capacity or roles within the business.
Today marks a big day in our history, adding two expat focused advisors to our team. We explore the past and look forward to the future.
Here we offer some suggestions on how to assure that your home internet is stable and able to handle the load for today’s work environment.
Are you considering hiring a nanny to help you with childcare during COVID-19? We offer some tips and suggestions on how to do it right.
Over the past few years, we have seen efforts to delineate who is actually a fiduciary and what the responsibility of an advisor is to their client. Here, we take you down a review of what has transpired out of the recent regulatory changes and how it may impact financial professionals and their clients in the future.
When you consider your own preparedness, I would recommend focusing on these four areas of your financial situation.
There can be many challenges for families with medically complex or special needs children: emotional, physical, and financial. Some considerations include increased medical and care costs, an inability to qualify for certain types of insurance or social programs, and planning for their life as an adult if they are unable to financially support themselves or live independently.
One of my favorite (perhaps apochryphal) quotes comes from the French novelist Gustav Flaubert who, while surveying Paris during the Franco-Prussian War of 1871 declared, “After all of this, we will still be stupid.”
It’s no accident that vacationing creates memories, whether you go on a sabbatical by yourself or take a vacation with your family and friends. When you have a daily routine, the brain tends to go on autopilot, collecting fewer memories. It’s the unusual instances, the aberrations we remember and store for life. Planning for and executing on taking a vacation can be difficult, but we find it to be worth the work.
Our lives get more complicated and harder to solve as we become adults. Breaking down problems to their basic components will lead to better outcomes.
It is a rare event that impacts the entire world. COVID-19 has changed our way of life in the short term, with long-lasting ramifications yet to be determined. In the context of our business at...
Financial advisors believe strongly in the utilization of a financial plan and what it can do for your future. It is a powerful tool that helps to simplify dozens of variables down to an output that is manageable and quite useful in making life altering decisions. However, the industry has, in many ways, failed to articulate exactly what a financial plan is and, more importantly, what it can do for a motivated individual.