A friend shared with me a brief five-minute clip of Simon Sinek’s Zoom meeting with his team last week. Simon is an author and motivational speaker, and in this video he discusses that he and his team will have to radically change the way they each do their individual jobs in addition to the company […]
For the purpose of this blog, we want to identify some of the provisions of the CARES Act that may impact you and aspects of your retirement. Please know that these changes are very new, and that we are proactively working to identify planning opportunities for each of our clients. We have summarized the some […]
Monday, I was returning from an extended trip with my family. We had been out west, which we love to do near winter’s final gasp, getting some hiking and skiing in before the Virginia spring begins. It seems there have been numerous trips like this where news comes out while we’re away, which results in […]
Losing a spouse and the person you’ve built a life with is hard enough, but with death comes lots of decisions, paperwork, and responsibility. If you’ve recently lost your husband, we want to give you our deepest condolences. We also want to help you through this difficult time by making those onerous financial decisions easier […]
As I begin my flight back to Norfolk after attending the trustees meeting of my alma mater, I am reminded that ignoring or not recognizing trends may result in you not being around when they become a reality. Change is hard, but ignoringit doesn’t make it go away. In fact, it only makes the inevitable […]
Let’s be honest—drastic New Year resolutions are overwhelming, especially when it comes to money and retirement planning. So, let’s break it down into some bite-sized applications for right NOW. Many of us ask ourselves each year, “How do I make this year’s finances better than past years without a massive overhaul of my lifestyle?” We […]
Each new year brings with it the implementation of new laws, especially financial and tax laws. At the end of 2017 Congress passed the largest piece of tax reform legislation in more than three decades, lowering marginal brackets for all taxpayers. Now we find that at the end of 2019, prior to the holidays, Congress […]
People generally begin the search for financial planning services for one of two reasons. Either they have amassed a certain amount of wealth and they’re not sure how to best grow and maintain it, or they want to figure out how to create and save more wealth. The goals behind these two reasons, however, vary […]
Having recently returned from a Financial Planners Association Conference in Minneapolis, where the temperature was already hitting the freezing mark, I quickly remembered why I like living in Hampton Roads. I love the changing seasons where we can experience some snow in the winter with just a three-hour drive to ski resorts or the heat […]
“Paint me a picture of your future. Tell me what retirement looks like for you”. As a retirement financial advisor, this is what you will often hear me ask a new client at their first financial planning meeting. If they are just beginning to accumulate funds, I want them to have a reason for accumulating […]