Things to consider
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Common Client Questions
Planning for the Sale of Your Business
As a business owner, retiring is not as simple as notifying your employer and clearing out your desk. In addition to preparing yourself, you also......
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Common Client Questions
What is a Fiduciary and Why is the Term Important to Me?
In a recent client meeting I referred to the fact that we at Freestone serve them as a fiduciary. The client stopped me and said, "You know, I read......
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Common Client Questions
Peace of Mind through Advance Directives
Fearing the future is common. Planning ahead through directives is one financial planning tool that can help alleviate fears and bring about the......
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Common Client Questions
The Powerball Lottery and Financial Planning
The "Powerball" discussion is just another way of saying "If money were not an issue, what would you do?"...
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Common Client Questions
Health Care in Retirement - What Does it Really Cost?
When working through retirement planning with clients, one of the questions we hear most often is "What will health care costs be in retirement"?...
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Common Client Questions
2014 Review and a Look Ahead
2014 turned out to be a pretty good year for U.S. investors, as U.S. stocks continued the rally that started in the first quarter of 2009....
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