Twenty-Five Years at a Glance

2017-05-12T22:31:01+00:00

By Chaney Barton-Nichols, Marketing Assistant

“I remember the days when we’d have to walk down the street to the bike shop to use their fax machine.”  This is one of the favorite stories that is told often (usually to the “new guy”) around the office.  You have probably heard by now that Lucien, […]

“The Talk With Aging Parents”

2017-03-09T22:47:39+00:00

By Cass Grange

Why talking to your parents about their future living arrangements is more difficult than talking to your kids about sex.

I get it.  You have put off having “the talk” with your parents.  It’s awkward. It takes courage.  You are waiting for the right time to bring things up.  Never sounds like […]

“Empty Nester Turned Author – A Client’s Story”

2017-02-10T22:24:28+00:00

Our client, Darci McIntyre, the newly published romance novelist, submitted this piece on how empty nesting gave her the opportunity to pursue a hobby that had always interested her, and to meet a goal that she had always dreamed of.  While her newfound free time presented her with the opportunity, as you’ll see, it still […]

Putting Down Roots

2017-01-20T16:19:01+00:00

By Chaney Barton-Nichols

At the end of last year, my husband and I bought the first home that we visited in person.  You could say I have always had a knack for “love at first sight.”  For example, the wedding dress I wore when I got married happened to be the first wedding dress […]

Choosing Your Guide

2016-12-16T22:04:02+00:00

By Thomas Twombly

In early November, six middle-aged guys set off on a challenging wilderness adventure that would take us deep into the heart of one of the most remote and inhospitable regions of the United States. We were going to travel by canoe for three days, covering approximately 40 miles of the Rio Grande […]

Moving to Retirement – A Client’s Perspective

2016-11-11T16:40:44+00:00

By Margaret Lewis

I am a consummate planner. Not only do I plan, I usually have multiple contingencies in order. My family and friends tease me about crossing the line between planning and paranoia. So when it came to my retirement I thought I had it licked.

I had developed a formal financial retirement plan with my […]

See You at the Polls

2016-11-05T00:30:56+00:00

By Cass Grange, Senior Advisor Associate

Nervous about the election?  You aren’t the only one.  We all are.  What can we do about it? Well, we can vote.  Then we can get on with our lives.  If it feels to you like it does to me that the four year election cycle comes around way too […]

The Power of Introductions

2016-11-05T00:30:56+00:00

By Cass Grange, Senior Advisor Associate and Chaney Barton-Nichols, Marketing Assistant

We frequently share that many of our clients come to us during times of transition.  Perhaps it’s children going off to college, parents growing older and passing, or retirement, a divorce, etc.  All these examples of transition require a great deal of planning – financially […]

Social Security FAQ

2016-11-05T00:31:01+00:00

By Bleckley Dobbs & Mark Ward

Social Security is complicated.  With over 2,700 different rules, there is no getting around it. Unless you have never been married, your options and overall strategy for collecting Social Security benefits will probably be complicated.  Articles and resources abound about Social Security, but the challenge for someone to take the information […]