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I Want To Die With $0

One comment I’ve received over the years when working with a new client is, “I want to spend all of my money before I die.” Or said another way by the character Saul Bloom in the movie Ocean’s Twelve, “I want the last check I write to bounce.” This idea sounds very simple and elegant, but the reality is more like the unpredictable, all-over-the-place capers of the Ocean’s gang.

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Not All Assets Are Inherited Equally

One day, your kids or grandkids will inherit what you leave behind. Or, you may be the one set to inherit from the older generation. In either case, understanding the different tax ramifications between various asset/account types will go a long way toward avoiding mistakes at the time of inheritance and hopefully set the stage for

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Lessons 30 Years After 1987

Last month marked the 30th anniversary of Black Monday, October 19th, 1987, when the Dow Jones Industrial Average fell 508 points and the S&P 500 saw a one-day loss of -20.5%. The market has certainly come a long way since then, having weathered two more bear markets and continuing to reach all-time highs.

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