We get this question often. A client will have just received an inheritance or sold a piece of property and has a lump sum of money. Or maybe they have just received a raise or paid off a debt and now have a higher monthly cash flow. “What do I do with this money?” can…
For the last 5 years I’ve had the privilege of mentoring a few young men. And by mentor, I mean they are younger and more interesting than me so I tag along on their trips and we share life together (I’m talking about you Tice, Tom, and Pearce). I wanted to write a letter of…
All these psychics and these doctors They’re all right and they’re all wrong It’s like trying to make out every word When they should simply hum along It’s not some message written in the dark Or some truth that no one’s seen It’s a little bit of everything – Dawes “A Little Bit of…
The following is the second in a two part series on school debt. See our first part here. Now What? As we mentioned in our previous post (Student Loans: Assess the Situation), the first step to paying off student loans is to know what you have. After you fully comprehend what your debt is, you can…
Advanced estate planning can’t include every “what-if” scenario. In my wife’s family things didn’t exactly play out like they’d planned. Her parents each wrote their own obituary years before their deaths…or so we thought. It turns out that Anne’s mother authored both obituaries. Her mother’s read that her husband “preceded her in death” and his…
My wife and I have been in the thick of swim team at the neighborhood pool. With our 9 and 7 year-old girls on the team and their 4 year-old brother to cheer them on, Tuesday nights take on a whole new meaning. By far, the most entertaining events are the 6 and under heats….
It is near impossible to cover every student loan situation, payback option and variable in an individual’s life with a blog post. I recommend using the information below as a starting point and combining it with personal knowledge of yourself and your resources to mount a plan of attack for your scenario. Navy Seals and…
Seven years after the Obama Administration proposed a fiduciary rule to protect investors’ retirement accounts from conflicted advice, the DoL Fiduciary Rule finally went into effect June 9, 2017. What does that mean for investors? Imagine a world where no school system owns their own buses. All busing has been privatized and the DoL Fiduciary…
Not Your Typical Summer Beach Read I bought Being Mortal a few years ago on a date night with my wife. We grabbed dinner and stopped through Scuppernong Books to judge books by their covers. We each bought a book and laughed that my choice was a surgeon’s thoughts on “medicine and what matters most…
At Smith Partners Wealth Management we evaluate each prospective client for best fit. We would be glad to meet with you to understand your needs and determine whether you would be well served here. To learn more about becoming a Smith Partners client, please contact us. We welcome the opportunity to speak with you.