What to Do When Your Doctor Has Bad News

Maggie Mayer Estate Planning

It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That means you have two choices:

2019 First Quarter Market Commentary

Maggie Mayer Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Seasons

Maggie Mayer Tax Planning

Another April 15th has arrived. It’s hard to believe I have been doing this for 17 “spring seasons.” If you are confused by the sentence, I was too in my first year out of college.

The Value of Multigenerational Family Meetings

Maggie Mayer Estate Planning

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how it’s managed, transferred and used—can generate major drama among family members. As wealth grows, so does the potential for that money to provoke conflicts and bad financial decisions that can reduce a family’s financial position and even ruin intra-family relationships forever. Read All

Drink More Water

Maggie Mayer Financial Planning, Portfolio Management, Retirement Planning

While speaking with a cardiologist recently, my eyes were opened to the “Simple, but not Easy” strategy being applied in the medical profession. We communicate frequently about the importance of this strategy in personal finance so it was fascinating to see it play out in another profession. I thought it would be helpful to share this experience (Don’t worry, no one was hurt in this process!).

The Importance of Personal Umbrella Policies

Maggie Mayer Financial Planning, Retirement Planning

Wealth protection is an important part of our wealth management process that aims to protect your assets against potential creditors and litigants, as well as protect against catastrophic loss. What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury?

Market Predictions

Maggie Mayer Portfolio Management

Each January, economists and investment professionals make their yearly guesses of where the stock market will be the following twelve months. I say guesses because that is what they are. Unfortunately, predicting the stock market direction in the short-term is comparable to your favorite superhero’s superhuman power.