Posts by Lindsay Shetterly, CIMA®, CES™
Is Your Spouse Hiding Money From You?
This article was originally published on Forbes on September 22, 2017. I’ve seen quite a few clients go through divorces over the years. Some were messy and contentious, some actually were amicable, some started off in a good direction but headed downhill quickly. One lesson I’ve learned from all of these scenarios is that, no…Read More
Do You Still Need An Estate Plan If There Is No Estate Tax?
Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on March 23, 2017. One of the pieces of Donald Trump’s campaign platform that attracted a lot of attention was his pledge to repeal the federal estate tax. Or, as he calls it, “the death tax.” Now that he is President Trump,…Read More
Personal Finance: When To Ignore Your Financial Advisor
Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on January 6, 2017. There is a human element to every financial equation. In my years as a financial advisor, I’ve realized that, too often, financial advisors impose their own values on clients without taking the clients’ preferences, behaviors and emotions into…Read More
Five Of The Biggest Investment Mistakes To Avoid
Lindsay Shetterly, CIMA®, CES™ has been a contributor to the Forbes Finance Council. This article was originally published on Forbes on December 5, 2016. We’re all wired to think we’re making good decisions. Even if you aren’t sure where you’re going, your gut can provide valuable reassurance. But when it comes to investing, the best behavior…Read More
How to Teach Kids About Money and Set Them Up for Financial Success
Parents want the best for their children. They want them to excel in school and get into a good college. They want them to be passionate about a sport or hobby. They want their kids to be well-liked among their peers and to develop strong relationships and social networks. These are all examples of how…Read More
When to Adopt an Adult as an Estate Planning Strategy
For many, the idea of legally adopting another adult sounds like an odd concept. Under what circumstances could something like that actually make sense? In reality, there are a variety of scenarios where one might consider adult adoption. Some cases include if you want to formalize a family relationship or care for someone of diminished…Read More
Estate Planning Basics: How to Prepare When Meeting with an Estate Planner
One of the most important, and most dreaded, steps in getting your financial house in order is establishing an estate plan and understanding estate planning basics. It’s common to want to delay this task until the future; however, spending time to address this subject in advance may provide significant wealth savings, avoid future issues among…Read More