What to do With Inheritance What to do With Inheritance: It’s Practice and Emotional Sorting out what to do with inheritance dollars often involves a combination of emotional fortitude and practical strategy. In this video, I share some key questions, the financial implications for planning, and share several resources to learn more as you determine…
Individuals in mid-life and beyond are increasingly viewing retirement not as a time to relax but as a time to explore their potential and find a new purpose in retirement. It was Abraham Maslow, a psychologist, who gave us the term, “self-actualization.” He called it man’s desire for fulfillment, “to become everything that one is…
As we inch toward April 18th, it’s a good time to remember the essentials of a tax return review. Whether you prepare them yourself or work with an accountant, reviewing last year’s returns is a great idea to help ensure you implement planning opportunities early in 2023. Checklists Here are two very helpful checklists I’m…
Taking care of an aging parent can be a challenge, both emotionally and financially. In this video, I share some of the key questions to consider, the financial implications that need to be discussed when helping your aging parents, and share several resources to learn more. Click here for the infographic and explore the hyperlinked…
How Do You Find a Financial Advisor? Updated September 22, 2025 I recently spoke to our local Rotary Club on the financial industry, roles within it, and a few tips to answer the question, “How do you find a financial advisor?” Much of the information was new to the people in the room. It reminded…
Rate hikes are rarely good news, but this one just might be At its recent January meeting, the Federal Reserve raised interest rates by a quarter point. This was the Fed’s eighth rate hike in a row, but it’s smallest since last March. Chairman Powell declared, “the disinflationary process has started.” The drop in inflation…
Each quarter, Collective Wealth Planning, with the help of our investment partner First Ascent Asset Management, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The First Ascent Asset Management investment team has put together the following commentary for Q4, 2022. At CWP, we’re proponents of exercising our brains and bodies,…
Take a listen to this high-level conversation between Richard Eisenberg (financial author), Terry Savage (market and economic columnist), and Pam Krueger (personal finance host). Together, they dissect the SECURE Act 2.0 and the various implications it has for those of you who are working, as well as those in retirement.
During a recent client meeting, I exclaimed, “A piece of really exciting legislation just passed at the end of the year!” We all paused in silent wonder and my odd interpretation of the adjective “exciting.” While my nerd level is not in question, many parts of the SECURE Act 2.0 are. With nearly 100 provisional…