A Conversation with My Older Me

Featured / David Russell, CFP, CSA / Leave a comment

They say that talking to yourself isn’t crazy as long as you’re not answering your own questions. Well reserve me a padded room because lately I’ve been having conversations with myself, and not just with myself, but with the 78-year-old version of me. Okay, I can hear the footsteps of the men in white coats … Continue reading A Conversation with My Older Me

Estate Planning Pitfalls for Older Couples Living Together.

September 16, 2019September 1, 2019 / David Russell, CFP, CSA

Unmarried couples, face a variety of problematic and emotionally difficult issues because estate planning laws are written to favor married couples

Older Investors Also Want to Know the Impact of Impact Investing

September 12, 2019September 1, 2019 / David Russell, CFP, CSA / Leave a comment

Contrary to popular belief, older investors have as much of an appetite for impact investing as their younger counterparts. Articulating social impact is not only about measuring an investment’s good in the near term but showing (particularly older) investors how their capital can leave its mark long after they’re gone. Fund managers who may be … Continue reading Older Investors Also Want to Know the Impact of Impact Investing

Life Insurance Options for the Terminally Ill

September 10, 2019September 1, 2019 / David Russell, CFP, CSA / Leave a comment

The emotional stress of dealing with one’s impending death due to a terminal illness like cancer, AIDS, etc., is further compounded by the customary increase in medical bills and a likely reduction in earning capacity. A person owning life insurance policies may have several options for reducing some of his or her financial concerns. Methods … Continue reading Life Insurance Options for the Terminally Ill

I’m Trustee For My Parents’ Trust – Now What?

September 9, 2019September 1, 2019 / David Russell, CFP, CSA / Leave a comment

So, your parents have a trust, and you’ve just found out that you are the trustee. Do you thank them or did they reward you with the booby prize? A trustee is held to a high standard of accountability and must act in accordance with an established standard of care as outlined below. To fail … Continue reading I’m Trustee For My Parents’ Trust – Now What?