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South Burlington, VT

Value Creation Blog

6 Things You Need To Tell Your Family Before You Die

Way too often I hear families tell me that there were things they wished their deceased family members had told them before they die. Here are six things you need to think about and talk with your loved ones before your day comes.

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Topics: wealth management, estate planning, wealth management video, share your will

The Social Security Dilemma…..When Should You Start Collecting It?

The_Social_Security_Dilemma_1.pngIf this was 1965 I might be writing a post about how to take advantage of the pension plan you have at work.  For the most part, a traditional pension plan is a thing of the past.  Today, you have to depend on what you save in your individual retirement accounts as well as thinking about the choices you have with social security.

If you’ve followed this blog for any period of time you’ve heard me rant about it’s not the investments so much as the amount you save.  Knowing how much you need to save is something you need to think about.  Another decision you’re going to have to make is when to start collecting social security.

You have more choices than you think.

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Topics: retirement planning, wealth management, social security planning

You Are On That Committee….

You_Are_On_That_Committee.pngMy sister has a saying, “I’m not on that committee.” In my opinion, that’s something you should never say when you’re talking about your family.

For me, the truth is I’ll be on that committee with my kids for my entire life. You see, I’ve lived a lot longer than they have and there is a certain amount of wisdom that I think I can pass on to them.

I bet you’re in the exact same position as I am.

You can help mistakes from happening.

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Topics: wealth management, Children, honest conversation

What Are You Doing About Managing Your Health?

What_Are_You_Doing_About_Managing_Your_Health.pngThose who know me understand the past seven years have not been easy from a health perspective. In 2008 I was diagnosed with a very nasty and dangerous from of cancer.

I went through a significant amount of chemotherapy, a stem cell transplant and targeted therapies. During all of my treatment the management of my health care fell to my wife Suzanne and I. Luckily we had done good research and received good advice along the way.

Here are some of the things I learned over the past seven years that might help you if you find yourself in a similar place:

You must be your own advocate.

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Topics: wealth management, health care, managing health

Why Are You Grateful




When it comes to wealth management we often focus on financial wealth. It’s rare that we take a step back and think about all of the things that we should be grateful for.

Here’s my list. I’m hoping that you take a minute and email me here with your list.

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Topics: wealth management, happiness, emotional wealth

Thinking Slow About Investments Trumps Thinking Fast


In the book Thinking Slow and Thinking Fast Daniel Kahneman talks about two parts of our brain.  One makes very fast decisions and works on an emotional level.  The other works much more slowly and is the part that takes facts and figures into account when it comes to decisions making.

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Topics: wealth management

Boomers Are You Ready To Simplify Your Life


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Topics: wealth management

Want To Retire…..Manage Your Education

want_to_retireI know, you’ve already gone to school and you feel that you’ve had enough. If that’s what you think, then you’re limiting what you can do with the largest asset you have.

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Topics: retirement planning, retirement, wealth management

Podcast - Philanthropy And Your Children

Today's podcast features Randy Fox the editor-in-chief of the Planned Giving Center.  Randy has been involved in philanthropic activities for over 20 years.  He's known as one of the thoughtleaders in the philanthropic world.

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Topics: wealth management, Children, estate planning, podcast

Podcast - A Different Way Of Seeing Trusts

Today's podcast episode features John A. Warnick.  John A. is the founder of The Purposeful Planning Institute and a highly respected estate planning attorney based in Denver, Colorado.

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Topics: wealth management, estate planning, podcast

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