by John Moore, Principal | CIMA® | CKA® | May 7, 2020 | Uncategorized
In recent years, Donor Advised Funds (DAFs) have become a popular way for individuals to channel donations to qualified nonprofits. And because DAFs afford individuals useful tax and other benefits, many advisors have appropriately recommended DAFs to clients, often...
by John Moore, Principal | CIMA® | CKA® | Jun 12, 2019 | Uncategorized
We often use this quote from Ron Blue when describing our recommended thought process for designing an estate plan. Over the years, we continue to find that each beneficiary has unique needs that should be addressed using unique solutions. For example, a large lump...
by John Moore, Principal | CIMA® | CKA® | Jan 28, 2019 | Uncategorized
January 15th marked the tenth anniversary of the successful ditching of US Air flight 1549 in the Hudson River. Coordinated teamwork allowed the flying skills of Captain Sully Sullenberger and First Officer Jeff Skiles to bring the virtually powerless plane to rest on...
by John Moore, Principal | CIMA® | CKA® | Oct 22, 2018 | Blog, Insights, Uncategorized
“Age & Stage” is a term you’ll hear our team members use from time to time to describe our reasoning for a particular financial recommendation. As I mentioned in previous post, different people can be at different life stages at the same age, or the same stage at...
by John Moore, Principal | CIMA® | CKA® | Sep 26, 2018 | Blog, Insights, Uncategorized
When we work with your family, you will probably hear us use the term “Age and Stage” to describe part of the process we use to build and implement your financial plan. While folks may be at different stages at the same age or the same stage at different ages, it is...
