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Our Weekly Blog

Does your money have a purpose? Thumbnail

Does your money have a purpose?

When I start working with a new client, one of the first questions I ask is “What are your top three goals?” These are usually financial goals but they also often include life goals. That’s not surprising because money often helps us achieve our life goals. On a few occasions I’ve had a prospective client counter with a different question, “How much money can you make for me?” To me, this is the wrong question because achieving financial independence begins with figuring out what really matters to you. Only when you have figured out what really matters can you then determine how to get there—and that may or may not involve earning a rate of return that varies depending on your goal, timeframe, and risk tolerance.

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Choosing A Health Care Proxy Thumbnail

Choosing A Health Care Proxy

What is a health care proxy? A health care proxy is someone who can make health care decisions for you if you are unable to communicate these yourself in an emergency or at the end of life. They work closely with your health care team to help ensure your medical care and treatment preferences are followed. Having a proxy can be especially helpful if unexpected situations arise, such as a serious car accident or stroke.

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Tips for Giving to A Legitimate Charity Thumbnail

Tips for Giving to A Legitimate Charity

It is best to donate using a credit card or check. When donating online, check that the webpage where you enter your payment information has “https” in the web address – this encrypts your information. Never pay with wire transfers, gift cards or cryptocurrency.

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