I’ve spent forty-plus years thinking and talking about “the good life” question. With clients, fellow advisors, my family and friends. And while definitive answers are not easy to come by, it’s clear that how we answer (or don’t answer) the question will have a significant impact on the life-defining choices we make, day after day, year after year.
“Wealth” is a relative term. For many, if not most people, wealth has a lot to do with money. But there are those who have a lot of money who would gladly trade it for a happy marriage, or great health, or a clear conscience. The definitions of wealth are truly limitless, unique to each of us.
Executive compensation at the C-suite level typically involves much more than receiving a salary and bonus. Let’s explore three types of executive benefits: deferred compensation, restricted stock, and stock options.
Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.
Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
Is stock market growth a thing of the past? Headlines making predictions about this have come and gone, some turning out to be spectacularly wrong. Let’s take a look.
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
Are you restless with your current career? Here are some steps to help you plan for a “crazy” career change and set some smart guardrails.
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