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Saturday, January 4, 2020
Lillian Meyers, CFP, Meyers Financial Services Sonoma California - Our Asset Custodian TD Ameritrade to be acquired by Charles Schwab We have some exciting news! As you may have recently heard, Charles Schwab and TD Ameritrade have...
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Wednesday, November 13, 2019
Divorce Settlement - Key Considerations and Next Steps Divorce can be one of the most emotional events a person will ever go through, yet there is much to know about how to negotiate before divorce, or how to go forward with your life...
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Wednesday, August 7, 2019
Instant wealth Insurance settlement When you receive money from an insurance settlement it is not a happy or joyous occasion. It is money that you have recovered because of a loss. Moving forward with your life may not be so simple....
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Thursday, July 18, 2019
Welcome to my series on Wealth Events and Instant Wealth. I’ll be taking you through a series of blog posts about the types of wealth events and what you can do when they occur. Winning the Lottery Wow! You won the Lottery! You...
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Monday, July 8, 2019
Thank you for visiting my final blog post about Retirement! As you may have noticed, I have written four blog posts about retirement to help you think through one of the most important decisions in your life’s journey. A dream...
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Sunday, June 9, 2019
• You receive a phone call that your Great Aunt Edna has passed and that she was childless and has left you her entire retirement portfolio. What do you do?• You just left a meeting with your divorce attorney and with a check...
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Saturday, April 27, 2019
Looking at expenses As you go through this process it is work but it can be exciting and so much fun. Working with a CFP Professional to attain an opinion of your portfolio can be helpful full of new information and food for thought....
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Sunday, April 7, 2019
Where Can I get help when deciding upon a financial advisor at retirement? Google, of course, has information available that is massive and is like” finding a needle in a haystack.” But you may be asking yourself,...
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Saturday, March 30, 2019
Making the decision to retire is sometimes a planned event and other times, it just happens to us without planning. This post is about setting in motion planning for retirement and the questions we may have when that happens. Is this...
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Thursday, March 21, 2019
When thinking about retiring, who are the key people involved? Is it only me? Or should others’ be consulted? Who is involved? The answer is: The whole family Is this the conversation you are having with yourself? I am thinking...
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Wednesday, May 16, 2018
You have just received a windfall, and you do not know what to do. Or maybe you have a list of things you want to do and are ready to spend that money starting tomorrow. Hold on, not quite yet. First, let’s define instant wealth....
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Wednesday, April 11, 2018
Like when you take a trip or buy a car, you need a plan. Starting a business is no different. Making important key financial decisions, looking at the legal and tax aspects of what you want to do, and managing your next steps are...
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Wednesday, March 14, 2018
Your lifestyle today will determine your retirement style tomorrow. Your current spending habits are crucial to your long-term success and to whether or not you reach your goals. Is the life (style) you are living right now aligned...
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Thursday, February 15, 2018
Money is tied to your dreams and goals. But how to make it all work out in the end? Well, once you have your goals, you make a plan. The plan is all about small steps and incremental, achievable goals. Your dream, for example, could be...
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Thursday, January 11, 2018
In 1967, my husband and I were at a crossroad. We were considering many options, even a move from the US to Australia. Jerry brought home pamphlets all about the country and what they were offering. Australia is not only beautiful, but...
Read MoreLet me start off by saying, we all know that one of the most important parts of being a parent is making sure that your child is well provided for. A large part of providing for your child is making sure that they get a good education....
Read MoreImagine this scenario. You get an email that appears to be from your bank. You open it and read a message riddled with misspelled words that direct you to “click the link below.” You click on the link, and are taken to a...
Read MoreBy now, you’ve probably heard a lot about Brexit. It might seem like a strictly British affair, but it actually has profound economic implications for us here in North America. As a financial advisor, it’s my responsibility...
Read MoreDuring the summer of 1893, a teacher named Katherine Lee Bates encountered a sight she would never forget. As she told it: “One day some of the other teachers and I decided to go on a trip to 14,000-foot Pikes Peak. We hired a...
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Financial security in retirement doesn’t just happen. … It takes planning, commitment, and yes, money. 1. Start Saving, Keep Saving, and Stick to Your Goals If you are already saving, whether for retirement or another goal...
Read MoreDuring this Memorial Day holiday, may we remember all those who have died in defense of the freedoms that we enjoy every day. The following story took place in the fall of 2000, and I thought I’d share it with you in honor of...
Read MoreIn the past, I’ve occasionally sent letters on ways to protect your finances from crooks and criminals. Many people have told me how much they appreciate these letters, so I thought it might be a good idea to delve even deeper...
Read MoreIn professional sports it’s becoming more and more common for athletes to broker trades to teams that are located in tax advantaged states. For example Tony Romo’s contract with the Dallas Cowboys makes him the fifth...
Read MoreThis turned out to be a pretty decent year for me and, I hope, for you also, and I wanted to share this story that was related to me by an acquaintance. This was what he said: One December night a man came home late to find a small...
Read MoreI was thinking about goals and New Year’s resolutions when I came upon the story of John Goddard—an adventurer, lecturer, and perhaps “the world’s greatest goal achiever.” If you’ve ever read the...
Read MoreTime for Thanks It seems that every year the holiday season starts earlier and earlier, leaving us with little time to really enjoy Thanksgiving and reflect on what we’re grateful for. So here’s my list! My Family Freedom...
Read MoreAs the days get shorter and the nights longer, most people start turning their attention to upcoming holiday plans and Christmas shopping. But there’s something else on the rise during this time of year: charitable giving....
Read MoreTomorrow is Never Promised You work hard for what you have and don't you want to make sure your family will be ok if something happened to you? We insure our homes, our cars, even our big screen televisions, but what about the people...
Read MoreHappy Labor Day! As you know, the history of Labor Day is filled with the stories and sacrifices of hundreds of thousands of laborers throughout our country’s history. I always considered the holiday to be a chance to reflect on...
Read MoreSummer is one of my favorite times of the year… inspiring. Hope you are enjoying the longer days. Recently, I read a beautiful story about a cab driver who, displaying just a little patience, ended up having one of the most...
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