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Value Creation Blog

Fast Ways To Help Your Children And Avoid Making Bad Financial Decisions

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A concept I like is one that’s called a family bank. This is not for everyone. In fact, it’s probably only something that a very few can do. I would like you to consider how you can use the principles of a family bank in your own life.

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Topics: wealth management, family wealth, family bank, Responsible Children


Be Brave... Share Your Wisdom

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As you get older, you gain knowledge. When you get older, you also might have the feeling that those younger than you don’t have a big interest in learning what you’ve learned.

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Topics: wealth management, wisdom, life long learning, sharing wisdom


Are You Willing To Die Well?

This is a question that we all need to ask ourselves? It’s also a topic that none of us want to think about or, take any actions about.

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Topics: wealth management, death, dying, rights and respect


The Surprising Truth About Sharing A Deep, Dark Secret

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I hear this all the time. “I don’t want to talk about it, it’s just too personal.”

Have you ever said this or thought it? If so, join the club. There are millions who feel the same way. The problem is, if this is you, you’re missing out on support for whatever it is you’re going through.

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Topics: wealth management, secrets


Your Social Security Primer

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We're just starting the 4th quarter of the year. This is the time where you might be thinking about social security and if you qualify this year what are the rules and what should you do. 

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Topics: wealth management, financial education, social security planning


3rd Quarter Overview From Our Partner Assetmark

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Every Quarter, Jerry Chafkin the Chief Investment Officer of our partner at Assetmark writes an excellent re-cap of what happened in the markets over the past quarter. This quarter is no different.

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Topics: wealth management, Investments, market overview


4 Random Thoughts About Your Wealth

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You may have noticed that the stock market has been doing pretty well since Donald Trump was elected President.  Whether you like him or not, that is a fact.

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Topics: wealth management, jobs, opiooid crisis


7 Investment Disasters You Need To Avoid

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The main reason you want to hire an investment/wealth manager is to help you avoid investment disasters, if possible.  If you look at the research firm Dalbar, you’ll see that too many investors make the same mistakes and as a result, get a return that’s much lessthan the market.

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Topics: financial planning, wealth management, Investment Planning


When Pets Are Left Behind, What Will You Do?

an-elderly-hispanic-senior-citizen-man-petting-his-dog-with-a-large-smile-on-his-face_HFceHaNRHs.jpgOne of the things we don't focus on when it comes to our aging parents is their pets. Through no fault of their own, pets often get left behind in planning when we think about what's next for our parents or what's next for their pets who they truly love after they die.

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Topics: wealth management, pets, parents


Jpatrick@stage2planning.com

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Today, we're a society that is much more mobile than at any time in human history. All of this means that getting a good deal on an airline that doesn't punish you is harder than ever.

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Topics: wealth management, travel


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