Financial planning blog

Timely and free financial planning advice

April 30, 2024

Facing Illness with Confidence and Control, End of Life Planning

April 16, 2024

Investing In Artificial Intelligence Starts with Semiconductors

Artificial intelligence starts with semiconductors. We have had two great presentations from two different companies investing in AI. Click here to watch the recording from Sands Capital. Click here to watch the movie from Baron Funds. With semiconductors, earnings per share have risen 10x and the share price has also increased 10x over 10 years....

April 3, 2024

Artificial Intelligence and What it Means for Your Investments and Your Future

Learn the fundamentals of artificial intelligence and watch 2 movies from AI experts who are investment managers.

March 26, 2024

How Do You Make a Plan without a Prognosis?

"How do you make a plan today when you have no idea what could be happening some day in the future?" Find out what Annalee had to say!

March 19, 2024

Aging Plans with Annalee Kruger

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth. Watch our Aging Plans movie to learn more! Skip ahead to: Questions an aging plan answers (19 min) Family meetings (28 min)...

March 13, 2024

An Aging Plan to Live Life to the Fullest

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.

March 8, 2024

What is a Concentrated Stock?

The phrase “concentrated stock” or “concentrated equity” means that a large amount of your net worth is tied up in a single company. Example of a Concentrated Equity Stocks are partial ownership interests in a company. For example, if your company is worth $10 million dollars and has 100,000 shares, then each share is worth...

March 7, 2024

The Value of Financial Planning

February 27, 2024

How can I talk to my inheritors without spoiling them?

Many people struggle with the desire to keep their wealth private and prepare their children and grandchildren to receive the money. So, we want to have our cake and eat it too! Let’s walk through a few good ideas. With proper planning, and an experienced guide to help you do just that. One of the...