Create A Charitable Giving Plan: A 7-Point Checklist
Oct 09, 2020
1. Distill your motivation for giving. Before drilling down into the specifics of your giving plan, start with the big picture. What is it that really inspires you to be charitable? Begin this process by reflecting and reconnecting with those experiences that instilled in you a desire to give back. Are you motivated by a
Tips for First-Time Homebuyers
Sep 14, 2020
Many Americans are choosing to relocate right now, with the boom of work-from-home culture making it more feasible. Professionals who were once tied to office buildings in expensive cities now might have the option to move wherever they desire—around the corner or across the country—without leaving their jobs. Many are migrating to more affordable areas
Charitable Contributions and How To Take Them Further In 2020
Aug 26, 2020
While it may feel uncomfortable to make significant contributions during so much economic turbulence, now is a time when many individuals and nonprofits could use help the most. From COVID-19 relief to supporting social and local community issues, there are so many important causes to get behind in 2020 if you have the means.
Key Questions to Ask When Choosing a Continuing Care Retirement Community
Aug 03, 2020
Continuing Care Retirement Communities (CCRCs) can be an interesting option for retirement living. However, there are a fair amount of details and fine print that matter. To help orient our community, we have created a list here of 10 key questions to ask when interviewing a CCRC.
Q2 2020: Lonely at the Top
Jul 30, 2020
As you may know, our recommended portfolios typically have a mix of large and small, growth and value, domestic and international. Most clients opening their quarterly statements will see Q2 returns roughly consistent with their respective benchmarks. Looking at the trailing year, however, will likely paint a different picture. For the 12 months ending June
Managing Elderly Family Care: Finding Comfort in Discomfort and Peace in Preparedness
Jul 08, 2020
Planning elderly care for yourself or your aging parents is never an easy topic, and because of that, it can be tempting to push it off for as long as possible–until it’s suddenly urgent, rushed, and incredibly complicated.
Finding Your True North During Uncertain Times
Jun 26, 2020
On June 25th, 2020, we were delighted to host a webinar with Susan Fox, MA – Executive and Life Coach, A.I.M. High Coaching and Mark T. Johnsen, CEO and Chief Wealth Architect of Wealth Architects. The conversation focused on the following topics…
Are “Continuing Care Retirement Communities” a Good Option for Me?
Jun 11, 2020
Planning for living arrangements in retirement is a complex process that touches many facets of our clients’ lives, from financial and estate planning to family communication and quality of life questions. Iris Nguyen JD, Wealth Architect, shares some insights.
Three Mindsets “The Wealthy” Are Embracing to Cultivate Well-Being
Apr 04, 2020
I often ask my clients to get a bit vulnerable. It takes courage to sit with your financial advisor, maybe even for the first time, and talk about sensitive topics like the purpose of your financial wealth or your goals for non-financial growth. Yet, over the past 25 years, I’ve seen these unvarnished conversations pay real dividends on both material and emotional levels.
Strategic Rebalancing in Bear Territory
Mar 12, 2020
We are currently in a bear market. Since its closing high on February 19th, the US stock market (represented by the S&P 500) has dropped approximately 20%, largely on concerns related to the worldwide impact of COVID-19 (the current coronavirus).¹ Foreign markets have experienced similar drops.