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Doin' the Two Step: Family and Investing

Two Step Dancing

If you're a Client, you’ve likely heard me talk about the importance of my family in my life. You probably know the basics about our household: I am married and have two young children. Like many husbands and fathers, my first priority is to make sure we have a roof over our heads and food in our kitchen.

But then, my thoughts turn to other needs, especially those of our children: Will they do well in school? Who are their friends? Will they be in good health? Will they find success throughout their lives?

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Client File: Organizing Your Retirement Income


Many couples and individuals just don’t know what to do or where to start. They are intelligent, talented and skilled in their chosen fields—but as busy professionals and parents they really don’t have that much time to consider all of their options. Just having a sizeable nest egg or sufficient savings for retirement is not necessarily enough anymore. Substantial assets don’t necessarily equal a sense of well-being or confidence about your financial future.

One couple like this came to us a few years ago. They were in their late fifties and wanted to retire early. They wanted to spend more time together travelling to destinations they had always dreamed of visiting and getting to know their first grandchild. Both were executives at large corporations, and had a wide variety of benefits available to them. The benefits were only available to highly compensated executives but they were not maximizing what was offered due to the complexities associated. They wanted to plan for the present and the long term but didn’t know where to begin.

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Start the New Year Right by Organizing your Financial Life

stacked rocks


A new calendar year presents a great opportunity to take a fresh look at your finances and evaluate your long-term goals. While you’re reviewing your progress and planning ahead, you can also take the time to organize your financial life.

Getting your fiscal house in order can help bring clarity to your goals and give you a boost of confidence for achieving them. Follow these three steps to start this year on with a solid foundation and use the resources below to help you along the way.

Get organized

Cleaning house and getting rid of clutter is just one part of getting organized. Simplifying and automating how we organize our finances can help set us up for success by making it easy to do and maintain.

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Delegate and Celebrate: Enjoy the Holidays with Less Stress

holiday 5

 The season for joy is upon us. It is the time of year to meet with friends and family. It is an opportunity to reflect on those things in our lives that bring us the most happiness. We have been very lucky here on the east coast to be enjoying unseasonably warm weather. It has allowed us to hang the lights without frostbite on our fingers and do the shopping without additional road hazards.

We are all making lists and checking them twice for our holiday plans, gifts, and gatherings. One item that doesn’t always make the top of the list, when thinking of the holidays, is year-end financial planning. It’s the most wonderful time of the year, or so the song goes. However, for many of us the end of the year comes with its own pressures that can add up and quickly make us feel overwhelmed.

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The Paris Attacks


The attacks that occurred in Paris, France on Friday, November 13, evoked the all too familiar feelings of fear, horror and dread. By definition, acts of terrorism are meant to evoke those feelings which are complex because it rips us from our comfort zone. When we ask ourselves: How can some people think this way and take such action to perpetuate the way they think? And then comes the realization that there ARE people who think that way, which is so far from our own consciousness, and yet so close to our reality and day to day life.

An esteemed colleague in the financial planning field and a talented writer, Bob Veres, wrote the following piece about terrorism, outrage and what history might offer in terms of solace to all of us who feel fear, dread and horror in the aftermath of Friday’s attacks and only 14 years since the largest terrorist attack on US soil.

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