Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
How to Evaluate an Investment Portfolio You Inherit
The following is adapted from Inheriting Chaos with Compassion. Of all the things you can inherit after a loved one passes away, an investment portfolio is one of the trickiest, especially if you’re not an …
Read MoreJennifer Luzzatto Guests on Keep It Juicy Podcast!
Jennifer Luzzatto joins Keep It Juicy podcast to talk about her book Inheriting Chaos with Compassion “I learned firsthand how hard it is to settle someone’s estate when my husband died and then, shortly after, …
Read MoreHow the Executor and Beneficiaries of a Will Should Handle Assets
The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, there are two major roles involved in the handling of their estate. There’s the executor, whose job is to make …
Read MoreIf You Inherit an Employer-Sponsored Retirement Account or an Annuity, Here’s What You Need to Know
The following is adapted from Inheriting Chaos with Compassion. Oftentimes, when a loved one passes away, we end up inheriting assets we’re not equipped to handle. For most people, a perfect example of that truth …
Read MoreLooking to Your Financial Future Starts with Knowing Where You Are
The following is adapted from Inheriting Chaos with Compassion. Many people resist seeing a financial advisor because they feel that every time they walk in, they’ll be told what they’re not doing right. It’s like …
Read MoreAfter the Loss of Loved One, Your Mindset Around Money Might Shift
The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, the last thing you want to think about is money. The unfortunate reality is that life moves on, and sooner …
Read MoreTHE POWER OF PURPOSE
In Drive: The Surprising Truth About What Motivates Us, bestselling author Daniel Pink presents some of the most compelling and useful research in the field of in human motivation. One section, “The Good Life,” is …
Read MoreBuying Ourselves the Gift of Time
Most adults are increasingly experiencing a time crunch. The result is mounting stress and compromised health and vitality. And yet, despite their best efforts, many individuals express frustration about not being able to bring tasks …
Read MoreThe Psychology of Giving
Although a number of studies have focused on the effect of income on happiness, Elizabeth Dunn, a socialpsychologist at the University of British Columbia, also wanted to understand the effect of spending choices on happiness. For example, previous …
Read MoreINCREASING HAPPINESS IS A MATTER OF INTENTION
For many years, the prevailing theory was that individuals have a genetically determined happiness set point. In other words, scientists believed that each person could temporarily experience more happiness (depending on circumstances, relationships, and …
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