We are excited to share a new project we are working on for the team at Financial House! We had a moment where we realized that most of the best conversations we have never leave the room.
- A client asks how to think about taking Social Security while her husband is still working.
- Another is weighing whether to roll over a pension or take the lump sum — a decision he'll only make once.
- A widow calls, not because something went wrong, but because she wants to feel organized before she makes any moves at all.
These conversations happen every week. We have the frameworks we use, the questions we ask first, and the decisions that make the biggest difference for people in those moments.
Those have always stayed within the four walls of our office. (and Zoom meetings). We've wanted to share more of that for a long time. Our new biweekly newsletter is how we're going to do it.
Every issue will be anchored in something real — a planning situation we're working through with a client, a decision that keeps coming up, a moment where having a clear process made all the difference. Our goal is that you read it and either think that's useful for where I am right now or immediately think of someone it would help.
This isn't a market update. It's not a list of tips that apply to everyone in general and no one in particular. It's the specific, honest, behind-the-curtain version of how we do what we do.
We hope that helps spark valuable conversations with you and gives you a way to share them with others.
***Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, KY, ME, MD, MA, MI, MT, NV, NJ, NM, NY, NC, OH, PA, RI, SC, TN, TX, VT, VA, & WA***