Client Resources

financial planning

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Paying for College

August 2, 2021

Most people who pay for their children’s higher education do so before they

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Helping Widows Avoid Risk in Remarriage

July 26, 2021

A majority of married women will become widows at some point in their lives.

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The Ultrawealthy Change Their Tune on Giving Assets to Kids

July 22, 2021

Today, Anne and Paul talk about a growing trend of the ultrawealthy to forgo

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How Much Do You Need to Be Wealthy?

July 21, 2021

Every year, Schwab does a study to determine the amount of money people think

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Are Your Kids Ready to Take on Your Estate?

July 19, 2021

After spending a lifetime saving, many families have to consider how to pass

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Financial Planning for Divorce

February 18, 2021

When I asked Arlene Brown, a Certified Divorce Financial Analyst®, the first word that

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What to Expect from My Financial Planner

February 17, 2021

How do you know if you have a good financial planner? Today, Paul and

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What to Expect in the Financial Planning Process

February 16, 2021

So what actually happens when you work with a qualified financial planner? Today, Paul

Financial Planning for Divorce

February 12, 2021

When I asked Arlene Brown, Certified Divorce Financial Analyst® and Chartered Financial Consultant®, the

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The Mortgage Payoff

February 10, 2021

Paying off the home mortgage is a rite of passage for most people who

<img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48737" alt="" />

Stimulus Checks and a New Round of PPP

February 1, 2021

When stimulus checks were first proposed, they were pretty controversial. Just a few months

Special Needs Planning for 2021

January 26, 2021

Can you believe it’s 2021? As we leave 2020 behind, I am reminded of

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