Case Studies

Better Decisions, Sunnier Days

October 9, 2018

The beach house was a familiar bone of contention for the mid-sixties couple sitting in front of me. For several years, the wife had wanted to purchase a beach house. The husband thought a beach house was a bad investment.

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Tax Season, How an Advisor Can Help

March 22, 2018

John came to us last year with a lot on his mind, specifically taxes. He had what he thought was a six-figure tax bill staring him in the face, the result of a house sale and an unexpected stock sale to financially assist with a family emergency. John was stressed, trying to plan for an imminent retirement with this enormous roadblock in the way.

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Part Two: Breaking the Silence

November 27, 2017

Not only do people face nervousness and fear during retirement, life transitions, or job changes, but for those struggling with a relative who has an opioid addiction, it drastically increases stress. As discussed in my previous blog, this national epidemic has unfortunately impacted many of my friends, relatives, and clients. The purpose of this blog is to help outline a way to discuss your pain points with your financial advisor and seek guidance.

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Part One: Breaking the Silence

Over the past thirty years that I have worked as a financial advisor, my role in a client’s life has dramatically changed. More often than not, I find myself guiding my client’s life, not wealth. I help get each client through tough life transitions, situations, and family matters. When it comes down to it, money doesn’t matter if your quality of life isn’t where you want it to be during your retirement.

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