Financial Planning for Special Needs Individuals
May 10, 2021
When it comes to planning for the long-term care of special needs individuals, the process to set up and manage a trust or other care
The Prudent Perspective – Q1 2021
April 9, 2021
Normal is an illusion.What is normal for the spider is chaos for the fly. Morticia Addams Changes in the Patterns The concept of normality is
Asset Depletion Analysis: Do I Have Enough to Retire?
April 5, 2021
Different financial advisors offer different rules of thumb for determining whether you have enough money to retire. The challenge of this determination is that retirement
3 Primary Types of Trustees to Consider
March 23, 2021
As you organize your trust to protect, manage, and distribute your assets, you will invariably need to appoint a trustee to oversee its administration. In some cases,
What Is the Role of a Trustee?
March 5, 2021
When you establish a trust to hold and manage assets from your estate, that trust requires a trustee to assume fiduciary responsibilities. Estate holders may
Prudent Perspective – Q4 2020
January 11, 2021
“It is during our darkest moments that we must focus to see the light.” – Aristotle In May of this year, the New York Times
Prudent Perspective – Q3 2020
October 9, 2020
“Every now and then it helps to be a little deaf” – Ruth Bader Ginsburg On March 4, 1933, Franklin D. Roosevelt was sworn in
Prudent Perspective – Q2 2020
July 13, 2020
“You, me, or nobody is gonna hit as hard as life. But it ain’t about how hard ya hit. It’s about how hard you can
Prudent Perspective – Q1 2020
April 9, 2020
All of us, at some time or other, need help. Whether we’re giving or receiving help, each one of us has something valuable to bring
Cares and Secure Act: Insights Into Your Financial Future
April 7, 2020
We hope all of you are staying safe and healthy. And although the world seems to have changed almost overnight, we remain steadfast in our
Prudent Perspective – Q4 2019
January 8, 2020
“Well, I’ve been ‘fraid of changin’ ‘cause I’ve built my life around you. But time makes you bolder, even children get older. And I’m gettin’
Prudent Perspective – Q3 2019
October 11, 2019
“Fear is a force that sharpens your senses. Being afraid is a state of paralysis in which you can’t do anything.” – Marcus Luttrell Overview