A midlife career change is a big goal for many of our clients — especially women. If you’re among those dreaming, have you taken these three steps?
Life Transitions
Planning for all four retirement stages
What will retirement look like for you? How does it change as you move through the four retirement stages?
What to do when a spouse dies
After a spouse or partner dies, most people are overwhelmed — not only with grief but often with uncertainty about what to do when a spouse dies.
Legacy planning with life insurance
Life insurance is a way to help your loved ones after you pass away, but there are additional reasons to consider life insurance in your legacy planning.
How a second marriage effects your finances
When it comes to second marriage finances, there are questions partners need to jointly answer to help avoid or withstand common pitfalls.
How to set income and expenses in retirement
When people talk about money and retirement, we most often talk about planning, saving, and investing. We spend much less time talking about how to handle withdrawing and spending in retirement.
Five financial tips for young adults
Many clients ask what financial tips they should impart to their children or grandchildren. Sharpen your pencils and take note of these five steps.
Six steps to prepare for the inevitable loss of a spouse
Preparing for the death of a spouse ahead of time can help the survivor avoid making hasty or uninformed decisions after the other is gone.
When partners disagree about retirement planning
Many couples disagree on retirement plans. There are a few key areas where they should find common ground long before they step away from the job.
Retirement concerns that shouldn’t keep you up at night
We explore some common retirement concerns of our clients – and share why we believe they shouldn’t worry you.
Divorces With Business Interest
Financial planning after a divorce with high-net worth individuals includes monitoring business interests and real estate.
Health Care Planning After Divorce
There are many ways to raise cash during a divorce. Learn about the pros and cons of the most common.
Raising Cash During Divorce
There are many ways to raise cash during a divorce. Learn about the pros and cons of the most common.
During Divorce: Providing For Your Children
Primary caregivers need to be careful that helping your children doesn’t take money from their retirement. In this video, Laura Kuntz CPA/PFS, MBT, talks about ways to send children to the provider parents for their financial needs while retaining a close emotional bond with them.
During Divorce: How To Find Cash In Your Investments
In this video, Laura Kuntz CPA/PFS, MBT, looks at reasonable ways to go to your portfolio and get the cash you need to finalize your divorce.