Setting Your Retirement Finish Line
Finish lines are important—in races and in our finances. No one keeps...
Setting Your Retirement Finish Line
Craig Hamilton
How to Build True Family Wealth
How to Build True Family Wealth
In my 40 years working in the financial world, I’ve met many wealthy...
I’m a Risk Taker…Do I Have to Stop Because I’m Retired?
I’m a Risk Taker…Do I Have to Stop Because I’m Retired?
Retirement is a big transition both in life and in finances. It’s also...
The BEST State to Retire In
The BEST State to Retire In
Once you’ve saved enough to retire, the question of where to retire is...
The “Legacy Formula” for a Compelling Legacy
The “Legacy Formula” for a Compelling Legacy
Imagine you’re on a walk with wealthy friends and they talk about the...
Can I Retire Early?
Can I Retire Early?
Have you ever had a rough day on the job and thought that early...
Family Foundations: What Are They & Do I Need One?
Family Foundations: What Are They & Do I Need One?
Should I set up a Family Foundation? Is this the right structure to...
What is an Ethical Will? (And How to Write One)
What is an Ethical Will? (And How to Write One)
An ethical will is a kind of “love letter” to your family, a personal message where you share your thoughts, values, memories, life lessons, advice, and hopes for the future. Where do you start?
Inflation, Interest Rates, the Ukraine War & Your Portfolio
Inflation, Interest Rates, the Ukraine War & Your Portfolio
How concerned should we be about inflation? Why are interest rates going up? What could the war in Ukraine mean for markets? How does all this affect my portfolio? Read more in this quarter's update.
The End of Life Documents Checklist: How to Get Your End of Life Documents in Order
The End of Life Documents Checklist: How to Get Your End of Life Documents in Order
If you handle the finances, your spouse, family, or business partners rely on you and would need direction on what to do if you passed away unexpectedly. So how can you prepare them and prevent confusion and chaos?
Market Volatility, Inflation, Rate Hikes & Your Portfolio
Market Volatility, Inflation, Rate Hikes & Your Portfolio
What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter's review.
Sudden Wealth – Dream Come True or Nightmare?
Sudden Wealth – Dream Come True or Nightmare?
Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!
12 Lessons Learned from Investing for 50 Years
12 Lessons Learned from Investing for 50 Years
In over 50 years of investing, I’ve learned a few important lessons to share. From practical to personal and everything in between, I hope you find something to apply here!
3 Steps to Enthusiastic Win-Win Money Decisions
3 Steps to Enthusiastic Win-Win Money Decisions
Communicating with your partner isn’t always easy…especially when it comes to money. Many couples with the best intentions disagree, argue, and even part ways over finances. These 3 steps can help!
3 Ideas to Connect Generations with Generosity
3 Ideas to Connect Generations with Generosity
Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!