A Client’s Story: Reaping the powerful rewards of Roth IRA conversions, without a steep tax cost
Ordinarily, favorable tax benefits come at a high cost—but not always. We helped one client over successive years to realize the powerful payoff of a Roth IRA conversion, yet without the steep price of having
A Client’s Story: Downsizing in a tough real estate market
A retired couple expressed their desire to downsize and relocate to a residential retirement community. They had located a community they liked very much. However, their existing residence would need to be sold in a
A Client’s Story: Easing Housing Transitions—Evaluating a Continuing Care Retirement Community
A long-time client was dealing with the demands of managing her chronic health condition. She steadfastly maintained her independence, but increasingly wanted to lighten the burden of maintaining a household, attending to meal preparation, and
A Client’s Story: An Executive’s abrupt termination and successful transition
An executive in a public company was surprised one Monday morning with a request for his resignation. Caught off guard, one of his first calls was to us. Knowing the stakes involved, we immediately referred
A Client’s Story: Creating a financially secure path for future generations
A widow with an estate in excess of $3 million sought our assistance to organize and simplify her affairs. Her financial assets, spread among more than fifty individual stocks and concentrated in just a few,