Stewarding Social Wealth

2017-08-11T20:44:25+00:00

By Thomas Twombly

Last month we introduced the idea of thinking about wealth as a multi-dimensional concept.  We explored the idea that material wealth is just the tip of the iceberg for many people, and there is so much more beneath the surface.  In my experiences, a lot of people […]

Stewarding Social Wealth 2017-08-11T20:44:25+00:00

How Do You Define “Wealth”?

2017-08-11T20:46:40+00:00

By Thomas Twombly, President

How do you define “wealth”?

For over twenty-five years I have been asking this same question to better understand how to communicate the value of a firm like Lucien, Stirling & Gray. I’ve asked clients, colleagues, friends and business associates in various settings. I’m curious to hear people’s answers, because […]

How Do You Define “Wealth”? 2017-08-11T20:46:40+00:00

Looking Forward

2017-06-09T21:43:54+00:00

By Thomas Twombly, President

“We are made wise not by the recollection of our past, but by the responsibility for our future.”
-George Bernard Shaw

“The longer you can look back, the farther you can look forward.”
-Winston Churchill

In the short eighteen years between 1946 and 1964, almost 76 million people were born in the United […]

Looking Forward 2017-06-09T21:43:54+00:00

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 […]

Moving to Retirement – A Client’s Perspective 2016-11-11T16:40:44+00:00

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline

2016-11-05T00:30:57+00:00

By Bleckley Dobbs, CFP®, RICP®

After the desk has been cleaned out and the party has been thrown, the last thing you want to do on the first day of retirement is wake up and think, “now what?”   Many people focus much attention on the date of retirement, but the years following that date do not have nearly […]

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline 2016-11-05T00:30:57+00:00

Love & Money in Retirement

2016-11-05T00:30:59+00:00

By Cass Grange, Senior Advisor Associate and Director of Business Development

The world is full of advice for the young about love and money.  But, what about love and money in retirement?2CassValentine's (Feb)

We help clients plan for their retirement, by carefully and thoughtfully generating income.  But, retirement isn’t […]

Love & Money in Retirement 2016-11-05T00:30:59+00:00

Retirement Resolutions: Part I

2016-11-05T00:30:59+00:00

By Bleckley Dobbs, CFP®, RICP®

The Baby Boom generation is now retiring en masse, and the topic of Retirement Income Planning has increasingly been in the news.  The front edge of the generation, born in 1946, is turning 70 this year.  Many boomers have delayed retirement, but will still be facing required minimum distributions and other transitional decisions. […]

Retirement Resolutions: Part I 2016-11-05T00:30:59+00:00

How do Changes in Social Security and Medicare Affect Me?

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

By Bleckley Dobbs, , CFP®

By now, you’ve probably heard about changes to a couple of the rules governing the claiming of Social Security benefits. These were “buried” in the recent two-year budget bill passed by both houses of the U.S. Congress and signed into law by President Obama on November 2, 2015. In this same law […]

How do Changes in Social Security and Medicare Affect Me? 2016-11-05T00:31:00+00:00