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Estate Planning

My Journey Toward Financial Freedom

Submitted by Moneywatch Advisors on August 17th, 2018

I have a 20-year old memory of asking Bob Bova, the founder of Moneywatch Advisors, if he thought I could retire if we could accumulate $1 Million. At the time the company I worked for was being acquired – there’s no such thing as a merger – and I was particularly frustrated with the new management team. Bob and I were playing golf at Andover Country Club where it was abundantly clear that the PGA Tour was not a viable fallback career and I was at a professional low point and looking for some hope. In typical fashion, Bob didn’t say, “sure” and give me false hope. Or, “no way” and dash my hopes. He said, “Let’s sharpen our pencils and make a plan.”

Lisa and I had been clients of Moneywatch for 2-3 years at this point, signing on after observing my parents’ outstanding experience as clients for about a decade. Until then, they had primarily focused on managing the investments within our 401(k)s. But, what Bob developed for us now changed the course of our financial lives.

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What We Can Learn About Estate Planning From Prince

Submitted by Moneywatch Advisors on April 20th, 2018

prince.jpg

Despite having an estimated net worth of about $250 Million, it has been widely reported that Prince died without a will. In other words, Prince did not make it clear legally who should inherit his considerable wealth and valuable stuff when he died. As a result, who ultimately receives his money will be tied up in court for years and years.

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July 2017 Newsletter to Clients

Submitted by Moneywatch Advisors on July 5th, 2017
Enjoy this month’s edition that features an explanation of some of your Long-Term Income investments. 
 
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September 2016 Newsletter to Clients

Submitted by Moneywatch Advisors on September 1st, 2016

Enjoy this month’s edition that features an update on the economy and stock markets from an article we thought was worthy of sharing. “Bull Market Has Further to Run” by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Dep. Chief Economist and Strider Elass – Economist, all from First Trust.

 

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August 2016 Newsletter to Clients

Submitted by Moneywatch Advisors on August 1st, 2016

Enjoy this month’s edition that features an update on the economy, financial markets and client seminar invitation.

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July 2016 Newsletter to Clients

Submitted by Moneywatch Advisors on July 7th, 2016

Enjoy this month’s edition that features an update on the economy and stock markets in addition to highlights on TD Ameritrade’s electronic check deposit service and client seminar invitation…

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