Strategic Planning Insights

For many of us, sticking with a budget is a challenge. For example, while 7 out of 10 respondents in a recent TIAA Financial Wellness Survey said they had a budget, only 25% said they followed a detailed plan. Here are three lessons I have learned from my budgeting journey so far…

Partner Bob Smith discusses the importance of civic engagement and offers a series of questions people should ask before seeking board membership.

Finding the right mix of investments is what’s most important. Each has its own set of costs, tax implications, risks, and return prospects.

A 10b5-1 trading plan is a way for insiders to sell company stock throughout the year. Trading plans must be submitted for approval in an open window.

Modeling of scenarios (including stress testing) around life expectancy, investment returns, and income/spending assumptions can be an effective roadmap.