As professionals in wealth management, family law and estate planning, we owe more to our clients than simply coming up with the financial and technical solutions to their problem. It’s a reality that every person will experience at least one major life changing event...
Silver Oak Insights
Financial Transition Planning – For the Disruptive Life Events
Change is integral to life. So, couldn't we agree that at some point in our lives, maybe more than once, each of us will be confronted with a major life change? It could be as universal as suddenly being awakened to the reality that retirement is not that...
Approaching Retirement is More Than A Life Change, it is a Life Transition.
YOU'VE JUST CELEBRATED YOUR 55TH BIRTHDAY. You muse that thoughts of “how and when can I retire” are beginning to circulate more and more frequently and loudly in your head. You find yourself beginning to mentally assess your current financial picture. The nest...
When in Transition, Slow and Steady Wins the “Race”
IT MAY NOT BE SEXY OR GLAMOROUS, but here’s to the Tortoise in the famous child’s fable, “The Tortoise and the Hare”! No one pays attention to the underdog. The tortoise was not expected to win the race, but win he did--with the attitude that “getting there”...