STAR Talk

Stewarding The Assets Remaining (or STAR Talk) is a talk designed especially for retirees, families and nonprofits. We know you want to ensure assets are left in a responsible and fair manner. Some of the things we cover in this talk are:

Do I have the right estate plan?
When is the right time and how to have “the Talk” with family and what should we talk about?
Avoiding Uncle Sam- Tax efficient ways to leave charitable gifts
Children vs. Charity- How to be philanthropic and have peace amongst family members.
Giving now vs. Giving Then
Donor Advised Funds vs. Private Foundations

Staying on Track with Your Retirement Investments

July 23, 2020 By Hans Blake, CFA, CPA

Compounding is your best friend It’s the “rolling snowball” effect. Put simply, compounding pays you earnings on your reinvested earnings. Here’s how it works: Let’s say you invest $100, and that money earns a 7% annual return. At the end of a year, the $7 you earned is added to your $100; that would give […]

Financial Planning: Helping You See the Big Picture

July 16, 2020 By Hans Blake, CFA, CPA

It starts with your goals Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help […]

Financial Survival After a Job Loss

July 8, 2020 By Hans Blake, CFA, CPA

People Change Jobs Frequently The best data the Bureau of Labor Statistics has on how many jobs people hold in a lifetime is a longterm study that has followed baby boomers through most of their careers. On average, people hold 11.7 jobs between ages 18 and 48. You may have lost your job already, or […]