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

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 […]

The Power of Introductions 2016-11-05T00:30:56+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

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

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 […]

Social Security FAQ 2016-11-05T00:31:01+00:00

Getting Back to Basics

2016-11-05T00:31:02+00:00

By Thomas Twombly, President

Summer is a great opportunity for our team to reflect, and to focus valuable attention on ways of improving our overall interactions with clients. With a few new folks at Lucien, Stirling & Gray, we have been putting effort into “getting back to basics,” which is also helpful for our senior advisors […]

Getting Back to Basics 2016-11-05T00:31:02+00:00