How about a change of pace? It turns out that just about everyone has something to say about money. This week I bring you not my own words, but those …
Using Beneficiary Designations to Avoid Probate
Probate: the judicial process whereby a will is ‘proved’ in a court and accepted as a valid public document that is the last testament of the deceased. Most people have …
Steve’s Quarterly Market Update
At the conclusion of each quarter, Steve summarizes the ins-and-outs of the markets and economy that matter to long-term investors. Here’s a short excerpt: Q3 Market Update Third quarter continued …
The Beauty of Investing
Inspired by Warren Buffet’s ‘Crazy Farmer Analogy’ Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management I am constantly amazed at the vast array of opinions and approaches to investing. …
Briefcase Study: Transition into Retirement
A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …
Have You Seen The Market? Make Your Decision Now
I interrupt our regularly scheduled programming to bring you this market update. The DOW (Dow Jones Industrial Average) hit 23,000. That’s a huge event. Of course, the news outlets are …
How To Achieve Better Results In Just About Everything, Clearly.
Two-time Pulitzer Prize winner, David McCullough, said, “Writing is thinking. To write well is to think clearly. That’s why it’s so hard.” Having heard this a number of times over …
The Aspect of Debt You May Not Have Considered
The past few Weekly articles have really caused me to think in new ways. If you’ll recall, I wrote about the complicated relationship between joy and stuff, and heard from …
Is Estate Planning Only For Rich People
Last week I had the pleasure of teaching two classes at BGSU at Levis Commons called ‘Your Retirement And Taxes.’ In the classes, we sought to deepen our understanding of …
The Funny Thing About Early ‘Retirement’
Who hasn’t dreamt of an early retirement? Images of walks on beaches and life without an alarm clock flood the mind, bringing into focus an endless montage of leisure and …
