Author: Emily Tierney Getting a divorce is a major life change that has an effect on many different areas in a person’s life. Social Security may not be the first thing that comes to mind when thinking through the ramifications of divorce, but divorce does affect Social Security benefits. How does … [Read more...]
Does Divorce Affect My Social Security Benefits?
What is the right time to begin receiving Social Security benefits?
Author: Emily Tierney Deciding when to start receiving Social Security benefits is a big decision! You can start receiving Social Security retirement benefits as young as age 62 and as late as age 70. If you start receiving Social Security benefits before your full retirement age, your benefit is … [Read more...]
What is Wealth Management?
Author: Emily Tierney Before I worked in the wealth management industry, the word wealth brought to mind that 0.01% of the population with net worths in the millions and billions. Wealth meant superstars and CEOs surrounded by piles of gold bars, stacks of Benjamins, sprawling mansions with … [Read more...]
Can Money Buy Happiness?
Author: Brent Lemieux CPA We spend a great deal of time and energy throughout our lives to earn money. We spend our youth building skills in order to obtain a job that will pay well enough for us to pay the bills, save for our goals, and enjoy modern luxuries. All of these efforts make us happy, … [Read more...]
Human Capital, Part 3: How Should Your Human Capital Affect Your Portfolio?
Author: Brent Lemieux CPA Are you a stock or a bond? What I mean by this is how certain are your future earnings (a.k.a. your human capital)? If you are an entrepreneur, working for or running a company with an uncertain future, or a freelancer/contractor, with large swings in earnings year to … [Read more...]