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What If Your Biggest Risk Is Avoiding Risk?
We spend a lot of time talking about the danger of taking too much risk. Today we’re flipping it around. For a lot of retirees, the bigger threat isn’t losing money in a market drop. It’s slowly coming up short without ever noticing it happened.
Financial Moves That Aren’t as Simple as They Seem
Some financial decisions look complicated and turn out to be pretty simple. Others look simple and are anything but. Today we're taking a list of common money moves and sorting them into two piles: harder than it looks, or easier than it looks.
Five Financial Frights That Keep Retirees Up at Night
It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time. Today we're shining a flashlight on five of the biggest financial frights and how to prepare for them.
Money Questions That Aren’t Really About Money
Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Here are a few we think are worth asking.
The Honor and the Headache of Being an Executor
Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. It's paperwork, accounts, taxes, property, creditors, and sometimes family dynamics, stretched out over months or even years. A lot of clients end up in this role without ever planning to, and we're often the first call they make. Let's talk through how we help.
Financial Documents: What to Keep and Where
Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably missing a few things we do need. Let's sort out what stays, what goes, and where it all belongs.
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