Estate Planning in Your 30’s

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Below is an excerpt from Chad Smith, CFP® who wrote about his own estate planning experience as someone in their 30’s: Our conversations started with the simple goal of establishing a guardian for our children to assure our assets could…

Estate Planning in Your 40’s

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At this point in your life, your now juggling more responsibilities all while trying to balance things outside of work. You’ve likely been with your employer for a decent length of time and your income and benefits may have increased….

Estate Planning in Your 50’s

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Below is an excerpt from Haley Modlin’s blog post on estate plans: If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago…

Estate Planning in Your 60’s

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Tips The above chart from JP Morgan’s 2016 Guide to Retirement, provides a glimpse of the life expectancy of someone who is currently age 65. Given the 47% chance that one of you will live until age 90, it’s vital…

My FPA NexGen Gathering Experience

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There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Influencer: (n.) the action or process of producing effects on the actions, behavior, opinions, etc., of another or others I recently attended a conference called FPA NexGen The Gathering. Typical…

“Past Performance does not…”

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Last week I wrote a post about this topic in relation to investment returns in your portfolios. This of course is the most common place you will see the phrase “Past Performance does not Guarantee Future Results.” What if this phrase…

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