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  • Who We Are
  • What We Do
    • Integrated Financial Planning
    • Financial Counsel
    • Risk Management & Insurance
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    • Retirement Planning
    • Tax Planning
    • Investment Management
    • Disclosure
  • How We Do It
  • Frequently Asked Questions
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life purpose

On death, taxes and measuring what counts

Death and taxes are said to be the only certainties in life.  This week, because of all the serious illnesses and loss of clients, their loved ones and friends over the past year or so, we highlight a few things on measuring what really counts in the end. How Will You Measure Your Life? The

Tags: life planning, life purpose, money & happiness, money & meaning, Survey of Consumer Finances, tax & estate planning, taxes|

This Week with J. Mark Nickell & Co. – May 7, 2014

The graduation season is just starting to bloom.  This week we offer some perspective for the new graduate beginning a new chapter of life; we hope our words are broadly relevant to all our readers. Make uncertainty your friend.  Uncertainty felt most acutely upon graduation never goes away.  The challenge is to make uncertainty your

Tags: Career transitions, Human capital, life planning, life purpose, Life transitions, Uncertainty|

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