Blog
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Do You Need a Trust?
When most people think of the pillars of estate planning, the trinity of will, trust and advance care directives come to mind. While I think all of these instruments are… -
The Most Important Part of Your Financial Plan
Since becoming a RIA, I’ve had the opportunity to create more comprehensive financial plans for clients. Through that process, I’ve been able to see what people find most valuable about… -
How to Deal With Changes to Your 401k
My firm is going through a bit of transition at the moment. As one of the many changes that are coming, all employees just received notice that the company will… -
To Prenup or Not to Prenup?
Wedding season is approaching, and I can’t wait for several unions to take place in the next few months. As those of you getting married start to solidify your guest… -
Five Things That You Should Do Right After You File Your Tax Return
The passing of the first tax return deadline brings a huge sense of relief. The scramble to get your documents in order and rushing to get everything done really takes… -
Why Young People Need Financial Advisors
I recently read an article by Bruce Horovitz in the Washington Post about picking a financial advisor that really caught my interest. I agreed with a lot of it, especially… -
Haven’t Filed Your Taxes Yet? Don’t worry. You Still Have Options.
The first tax deadline is less than two weeks away. And even with an extra three days until April 18th, I know some of you are scrambling to get your… -
Do You Have the Right Types of Insurance?
I know that the title of this post already has some of your eyes glazing over. Insurance is the type of thing that most ignore until they really need it.… -
How to Navigate Filing Your First Joint Income Tax Return
It’s that time of the year again. The tax deadline is a little less than a month away Remember that the deadline is April 18th this year because April 15th… -
Five Essential Questions to Ask When Planning Your Retirement
Many of the most common questions that I get from young, married couples concern how to save for retirement. Saving for retirement, like getting married, seems like an adult thing… -
We’re engaged! Now What?
The past year has been an incredible time for gay and lesbian couples. Marriage equality has brought a wide array of possibilities that were once unimaginable to many of us.… -
I’m Back!
Hey all! I know it’s been a while since I last wrote. I had to do some offline business stuff in order to better serve you in the future. Now… -
The Other Benefit of Giving
On Tuesday, I highlighted three things to consider when giving to charity. Obviously giving to charities provides a benefit in and of itself. But, you may receive an additional financial…