Investing
Using a Bucket Strategy to Manage a Trust Account
As a trustee, you are legally obligated to act in the interest of your beneficiary, and one day you may be called to prove the
David Fulton February 25, 2021
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Investing
Stop Looking Through a Soda Straw: Long-Term Investing
Don’t avoid stocks. Stocks are the only way you can earn enough on your investment to counter the deleterious effect of inflation. Most importantly, stop
David Fulton February 25, 2021
Investing
Men are From Mars; Women are from Wall Street? Why Women Get Superior Investment Returns
What if I told you that women investors may know something about investing that most of the market doesn’t seem to practice? Here are lessons
David Fulton February 25, 2021
Estate Planning
The When, Why, and How of Legal Guardianship
As soon as your special needs child turns 18 you no longer have the legal authority to make medical and financial decisions on their behalf.
David Fulton February 25, 2021
Financial Planning
Health Savings Accounts…A Real Tax Killer
For most families, there might not be a more important topic than healthcare. In the financial planning world, a Health Savings Account (HSA) happens to
David Fulton February 25, 2021
Financial Planning
15 Financial Planning Rules for a Healthy Financial Future
Following these financial planning rules will allow you to make smarter financial decisions, feel better about where you are, and ensure you are making the
David Fulton February 24, 2021
Saving
How Much Should I Save for Retirement?
How much should I save for retirement? This is perhaps the most asked question in finance…A million dollars is a nice round number, but doesn’t
David Fulton February 24, 2021
Goal Setting
Tricking Your Brain through S.M.A.R.T Goal Setting
Human’s are wired to think short-term. We don’t do long term planning. Because we know we are predisposed to failure when it comes to goal
David Fulton February 24, 2021
Special Needs
Sharing the Pain; PTSD in Special Needs Parents
Symptoms associated with PTSD in special needs parents are frustratingly common. This post explores the hope of Post-Traumatic Growth and stresses the importance of Incident
David Fulton February 24, 2021
Financial Planning
The Power of Awesome Financial Habits
This post is about building good financial habits. Build the habits that drive you towards your financial goals. It’s the habits you develop that are
David Fulton February 24, 2021
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