Controlling Costs

In the mid-1800s, in a collection of essays entitled “Conduct of Life,” Ralph Waldo Emerson observed, “Money often costs too much.” More than 150 years later, his words remain well worth heeding, as we focus on one of the most effective ways to...

Family Wealth Planning

Family Wealth Planning Whether it’s gathering for an annual reunion, recounting an anecdote about quirky Uncle Jim, or simply being there for one another during difficult times, family traditions are the comfort food that nourishes our most...

Tax Reduction in Your Portfolio: Location, Location, Location

Tax Reduction in Your Portfolio: Location, Location, Location As we approach tax season and many of us are in the process of tax planning I thought I would address the often missed opportunity of proper asset location. By managing asset location...

Rafting Down Wall St.

Rafting Down Wall St.   If you’ve ever gone river rafting, there’s one lesson you learn almost immediately. It’s tough to paddle upstream. Go with the flow, and you’ll find it much easier to steer around the obstacles and reach your destination....

Giving Thanks and Staying Still

Giving Thanks and Staying Still Thanksgiving has long been one of our favorite holidays – and not just because of the pie. Gratitude, the very essence of Thanksgiving, is one of the few activities that can amazingly generate more energy than it...

Miss Out on the Twitter IPO? Don’t Worry About It…

This past Thursday, November 7th, saw the arrival of the most anticipated Initial Public Offering (IPO) since Facebook. What could be more exciting than a well-known company floating its IPO? Tempted by the possibilities and often before the news...

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The FMB Blog

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...

7 Estate Planning Mistakes (and How to Avoid Them)

10/24/17 Most people would probably prefer to put off planning for their death. But if you own anything of value—and most people do—then you’ll want to add estate planning to your to-do list soon. An estate plan establishes what will happen to...

Off to College: Books, Bedding and a Power of Attorney?

9/11/17 When your child prepares to head off to college, putting a power of attorney in place for them is likely the last thing on your mind. After all, they’re just about to test the waters of adulthood, of true independence, and there’s so much...

Financial Planning Steps after Losing a Spouse

8/15/17 Nothing can prepare you for losing your spouse. If you have recently been widowed, the world seems to demand rapid response to weighty decisions at every turn. Among the hardships of losing a spouse are legal decisions, financial pressures...