For Sand Hill’s annual Forum event in January, our featured speaker was Frank Abagnale, the acclaimed subject of the best-selling book, Tony Award-winning Broadway play, and Steven Spielberg directed film “Catch Me If You Can.” Frank is one of the world’s most highly regarded authorities on forgery, embezzlement, identity theft and fraud. His rare blend … Continued
John F. Kennedy once said, “Let us never negotiate out of fear. But let us never fear to negotiate.” For those going through the dissolution of a marriage, the quote highlights an important principle that can help navigate the process of divorce. While this article is focused on the financial side, we realize that … Continued
“Travel: It’s the only thing you can spend money on that will make you richer.” Anonymous Whether you’re planning that really special splurge-worthy trip or considering private jet travel as a new mode of regular business travel, a surprisingly wide range of options is now available to the modern air traveler. Due to the proliferation … Continued
Over the last seven years, many investors have been hard pressed to find a single investment option with a relatively safe and consistent return. The long running backdrop of low interest rates, the real estate market slide of 2007, and Great Recession of 2009 have left conservative investors anxious for certainty and security. The … Continued
In planning for the event of your passing, you’ve thoughtfully established a living trust, generously gifted to family members along the way, invested wisely, and intend to leave a sizable estate for your heirs. Included in your financial planning has been the purchase of a life insurance policy to provide replacement income at your death. … Continued
One of the biggest challenges facing retirees is the rising cost of healthcare and how they’ll pay for it. Medicare, the country’s health insurance plan for Americans age 65 and older, helps to make health care affordable; however, the enrollment process and decisions of when and how to file can be complicated and stressful. If … Continued
While it is commonplace for our clients to craft thorough estate plans and trusts with focus on attorneys and legal documents, the follow up process of engaging and educating the successor generation is often overlooked. By actively discussing your intentions with family members or an executor tasked with settling your estate, you can gain significant … Continued
Risk management is an important component of overall financial planning, and various forms of insurance exist to help mitigate exposures. In addition to the familiar insurance for homeowners and comprehensive and collision on autos, personal liability insurance provides an additional layer of financial protection against the risk of causing bodily injury or property damage, such … Continued
In my house we are running either the theme song from The Lego® Movie or the hit ballad from Disney’s Frozen on a continuous dizzying loop. Either my daughters are parading around the kitchen with their princess capes on – “letting it go” – or my son is pumping his fists in the air shouting … Continued
A couple years ago my husband and I took our three children to Disney World. My son, who was six years old at the time, wanted so desperately to be brave like his older cousins. He reluctantly walked with me, locking elbows, through the line for the Pirates of the Caribbean ride. As we approached … Continued