A lesson in getting your planning right What’s in a plan? Think back to when we were just starting out as pilots…for me, it was over 30 years ago. Remember when we were chasing our early ratings and we would plan out those cross-countries? You’d get a blank copy of a...
Tips for Navigating the Financial Aspects of Divorce It’s no surprise that divorce can be very messy. During such an emotionally charged process, it’s often difficult to make thoughtful, rational money decisions. Here, I highlight key terms and strategies for...
If you are considering a divorce, in the middle of a divorce, or have recently completed a divorce, you should be particularly mindful of your financial situation. Your personal finances can potentially be decimated, stagnate, or significantly increase in value as a...
The What’s, Why’s and When’s of Withholdings Welcome to tax season. Yes, it’s that time of year again. You may be telling yourself that this year will be different. Maybe you’ve received all your W-2s and 1099s and have already totaled up your deductions for the year....
Five Tips for Securing Your Estate Plan Does planning for the “Great Beyond” give you a case of the heebie jeebies? If the answer is yes, then you certainly aren’t alone. We all put off unpleasant tasks, but I’ve found most clients who commit to answering a few...
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President & CEO, Creative Planning
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STATES & ABROAD
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021