A series on retirement planning, written a paper at a time: methodology, evidence, and the reasoning in full. New papers are added here as they are published.
Read the paper →No. 01
A Guide to Tax-Efficient Wealth Transfer, Lifetime Income & Charitable Planning
An introduction to the Charitable Remainder Unitrust: how it coordinates retirement income, tax efficiency, charitable giving and legacy planning, and the circumstances that determine whether it fits.
Read the paper →No. 02
Advanced Planning Strategies for Retirement Assets
Conversation Two: the tax burdens, rising Required Minimum Distributions and narrowed options that conventional thinking leaves retirees holding, and the planning strategies that address them.
No. 03
Retirement Planning
No. 04
Retirement Planning
No. 05
Retirement Planning
No. 06
Retirement Planning
No. 07
Retirement Planning
No. 08
Investment Management
No. 09
Business Succession
A conversation, not a sales pitch. Bring your questions; we’ll bring all sides of the story.
Schedule a Conversation →