Feb 7, 2019

You’re Not Getting Older, You’re Getting Better!

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

With age comes opportunities! If you turn 50 any time during 2019 (even the last day of the year), you can now increase your 401(k) contribution to $25,000. You don’t have to wait until your […]

You’re Not Getting Older, You’re Getting Better!
Nov 14, 2018

Priceless Wealth

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

During this Thanksgiving, talk to your family about your priceless wealth.  No, I am not talking about the money or investments. I’m talking about the stories and the history and the childhood memories that define the core of who you are.

Every person’s […]

Priceless Wealth
Mar 9, 2017

“The Talk With Aging Parents”

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 […]

“The Talk With Aging Parents”
Nov 11, 2016

Moving to Retirement – A Client’s Perspective

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
Oct 10, 2015

The Wealth in Your Words

By Cass Grange

What is your story?

My home phone rang the other day. No one calls us anymore. They text. They email. They facebook. I heard the answering machine say, “ Cass, it is your Uncle Dint.” I put down my iPad and raced to answer. I didn’t even […]

The Wealth in Your Words
Nov 23, 2014

Read This if You Love Your Family

By Bleckley Dobbs, Director of Financial Planning
Do you love your family? Do you REALLY love your family? If so, please don’t be like more than 60% of all Americans and fail to do any estate planning.

The list of rich, famous and just ordinary people who die intestate (without a will) is long, and the stories of […]

Read This if You Love Your Family
Sep 23, 2014

Three Ways to Diversify Your Investments for Massive Rewards

By Cass Grange, Sr. Advisor Associate

So-called “alternative investments” are a hot topic nowadays. For the last several years the world of professional money management has seemingly been obsessed with finding novel ways to diversify beyond traditional asset classes.

But I have some suggestions for alternative investments you will never hear about in the Wall Street Journal or […]

Three Ways to Diversify Your Investments for Massive Rewards