Category Archives for "Wealth Planning"

Jan 08

The Paradox of Choice

Have you ever thought that having too many choices is a problem?  These days most of society is wired to believe that more choices = better decisions.  That the freedom of choice leads to happier lives. In his article How To Find Happiness In Today’s Hectic World, Eric at Barking Up the Wrong Tree, draws on […]

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Dec 04

Understanding Benchmarks; What Should They Mean?

When I look at what I do for clients at TAMMA, I can break it down into two distinct categories; wealth planning and asset management, and tax preparation.  One of the value propositions that I offer to clients is to have their wealth planning integrated with their asset management.  In my mind, you can’t or […]

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Nov 27

The Alternative College Savings Plan

Besides saving for retirement, saving for college is the most discussed wealth planning topic that I address when working with families.  A child born in 2018 that begins kindergarten in the fall of 2023 would attend college between the years of 2036 and 2040. If that child attended an average public in-state 4-year college and […]

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Oct 23

When Risk and Returns Really Start to Matter

I often tell new or prospective clients that asset management is the sexy part of the many facets of wealth management that I work on. For most clients, it is investment returns that get their attention.  But as I go on to explain what it is that I really do and how I help people […]

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