On February 8th, our daughter lost her wonderful new husband after being married only three months. Just 42 years young, he succumbed to a sudden cardiac arrest while taking out the garbage. I’d like to share three financial planning insights...
The Biggest Surprises in Retirement By GLENN RUFFENACH Wall Street Journal, Wealth Management Journal Report, Monday February 13, 2017 We asked readers to tell us about the things they didn’t anticipate when they stopped working. They had plenty to...
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My colleague, Andy Bryce, and I were able to spend two days last week working with a wonderful family who are in the middle of a multi-year transition of the family’s business to their very capable rising generation. Today,...
We’re ready to take a deeper dive now, exploring the difference between analytical and intuitive thinking. Dr. Roger Sperry, a 1981 Nobel Prize winner, found that two distinctly different brains coexist inside our heads. Each processes information quite differently...
In my last post discussing the groundbreaking book, Breaking the Rules, by Kurt and Patricia Wright, we learned to reframe our old outmoded relationships to the belief that people actually have weaknesses, when in fact we only have strengths....
In our first two posts, we discussed how to generate unlimited energy in our lives by focusing our attention on what’s working, as opposed to what isn’t. Now the fun begins. One of the biggest drains on our...
Over the past year, each member of our staff has had a new baby (besides me of course, however Ingrid and I are hoping grandchildren may be in the near future!). New babies always stir up interest in 529 College...
If you’re disabled, you no longer need to be broke to receive state benefits! Richard Del Monte joined “The Four” on 2 for the KTVU Fox 2 “Money Monday” segment yesterday to explain the new ABLE tax-preferred investment accounts...
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Richard Del Monte is at it again on KTVU Money Monday. This week he's discussing family dynamics and how they pertain to your finances. Did you know that 70% of estates fail to transfer to the next generation? Could...
Richard Del Monte joined The Four on 2, for KTVU Fox 2's Money Monday, and informed investors of the new rule, risks, and rewards associated with investing in startup companies. Part of the new legislation was aimed at making...
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