Financial Planning Articles

Runway to Retirement

By |2023-09-15T14:22:33-07:00September 15th, 2023|

For many, the years leading up to retirement are a time of transition from the world of work to one of leisure and personal fulfillment. Carefully preparing can give you peace of mind, freeing your headspace for life’s more meaningful moments.

Engaging with Aging, Part I

By |2023-06-09T13:21:38-07:00June 2nd, 2023|

Gradual changes in our physical and mental abilities, coupled with changes to our social landscape, bring many to consider a more dramatic change: – should they move to a residential community that provides built-in care services and new social opportunities Or should they stay in their home?

Leaving a Personalized Legacy

By |2023-05-12T15:46:12-07:00May 5th, 2023|

To personalize your legacy, take a step forward with your estate planning, adopting an attitude of contemplation as you mentally meander through what you want and what you don’t want.

The Right Amount of Liquidity

By |2023-04-14T13:55:57-07:00March 24th, 2023|

Many things can affect the “right” amount of cash to have on hand. In our conversations with clients, we compare it to financial decisions involving a trade-off between security, risk, and return.

Moving House

By |2023-03-17T14:39:15-07:00March 3rd, 2023|

There will always be unknowns when embarking on a big move to a new state or country, but it will be smoother – and more exciting – when you take the time to plan in advance.

Back to the Future: Electric Vehicles

By |2023-02-17T13:54:34-08:00January 27th, 2023|

If you enjoy having the latest technology and you’re willing to pay a slight premium for that experience, or you hate paying for gas and like the idea of fighting against climate change, then the new landscape of EVs provides some enticing options.

Finding Inflation’s Silver Lining

By |2023-01-13T13:06:10-08:00December 16th, 2022|

As inflation emerges from a long hibernation, the impact on consumers is acute. It's important to acknowledge that inflation has been a normal and recurring part of economic growth throughout history - and can have some silver linings.

Moving From Innovation to Trust

By |2022-12-16T13:46:38-08:00December 2nd, 2022|

The stakeholder-centric lens is an important innovation to the capitalist structure. It is also an important counterpoint to the shareholder-centric profit concerns that dominate the early development stages of the technical innovations that drive economic growth.

Intentional Spending

By |2022-09-23T15:56:51-07:00September 23rd, 2022|

Instead of limiting ourselves with a budget, let’s express ourselves with a spending plan. When you have a spending plan aligned with your values, it’s easier to give yourself permission to enjoy the spending and invest in living.

The Power of Being Known

By |2022-09-23T15:52:57-07:00August 26th, 2022|

A client-advisor relationship can be much broader and richer than retirement calculations and investment strategies. Allowing an advisor to truly know you increases your trust and effectiveness in financial decision-making.