Insights, Advice & a Whole Lot More
Be Prepared
As I write this blog, Hurricane Lane is approaching Hawaii and residents are facing the largest storm in 26 years. News footage is dominated with charts of the storm’s path, balanced with residents buying water and other staples or evacuating. When this is posted, Hurricane Lane
Sarah YakelAug 28, 2018Does Your Advisor Have Your Back?
Unfortunately for Wells Fargo, the company (specifically Wells Fargo Advisors) was in the news for all the wrong reasons again today. And, before I go any further, let me say that I have friends and colleagues that work at Wells Fargo and are great people! As with many things in
Nathan GilbertAug 21, 2018Kids these days…
I write this post from Williamsburg as I deliver my three kids to my parents to stay this coming week—the annual parent-free visit with grandparents! My kids look forward to this week all summer…I am not sure my parents share the same enthusiasm… On the trip down, Melanie and I h
Sarah YakelAug 14, 2018
Your Social Security Statement is Not in the Mail
Set Up Your SSA Account As with many providers of statements for all things, the Social Security Administration wants you to “go green.” Many of us have learned by now that’s code for ‘we want to save the trees, but we also want to save money.’ Unless you are receiving benefits o
Nathan GilbertAug 7, 2018Are We There Yet?
As I write this, we are packing up to head out on a small road trip to visit friends and clients. Thankfully, with electronic devices, our kids are mostly self-entertained on the road, but invariably—about an hour into the trip–the littlest will pull out the age old question—”are
Sarah YakelJul 31, 2018Got $11,180,000?
Believe it or not, that’s how much you can die with before having to worry about federal estate taxes. And, if you’re married, you and your spouse can double that to $22,360,000. So, why would anyone worry about doing any estate planning or creating a trust if there is no tax ben
Nathan GilbertJul 24, 2018Growing Old But Not Up
I am not the biggest fan of Facebook—I do recognize its value and admit to scrolling regularly to see what the rest of the world is up to, but generally I am not a huge contributor. However, this weekend, Facebook reminded me that two years ago, Milo looked like this: Two short y
Sarah YakelJul 17, 2018Hello Robo?
High on the list for “Most Annoying Things in Life” for many people is robocalls. They come in several forms, and while all of them are annoying, a few can be downright dangerous. Often, the calls are a solicitation of some kind, but sometimes an actual person is “voice phishing”
Nathan GilbertJul 10, 2018Independence Day
Happy 4th of July eve! Tomorrow we celebrate our nation’s fight for independence with BBQs, pool parties, and fireworks—and oddly enough lots of hot dogs. Apparently, Americans consume over 150 million hot dogs on July 4th. Pretty impressive.Our forefathers fought for independenc
Sarah YakelJul 3, 2018
The Starry Night
Weekend in NYC with the Kids My family and I recently spent a weekend in New York City, and we packed a lot into a very short period of time. A boat ride around the Statue of Liberty, the Museum of Modern Art, Frozen the Musical, a “bubble” show, Gulliver’s Gate, delicious lunche
Nathan GilbertJun 26, 2018Time to Get Active
Summer has officially begun, and our kids are super busy. Right after school let out, we went down to visit grandparents in Williamsburg. We went to Busch Gardens and stayed until the park closed, then got up early the next day to be at Water Country at park opening, then saw mov
Sarah YakelJun 19, 2018
Rock the Red
Yesterday, Washington D.C. hosted its first major pro-sports team championship parade in 26 years. Not since the Redskins won the Super Bowl in 1992 have Washington fans been able to celebrate their team reaching the pinnacle of their sport. As a lifelong fan of the Capitals (and
Nathan GilbertJun 13, 2018