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By Jon Theriault You’ve got a wonderful career, fabulous spouse, terrific kids, rewarding volunteer commitments, fun hobbies that you enjoy. Naturally, you’re passionate about it all. But if you’re like most people I talk to these days, trying to do it all and be everywhere for everybody and everything is taking a toll on you. You’re […]

The post Is it Time to Simplify Your Financial Life? appeared first on RS Crum.

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By: Pat Stark, CFP My dad passed away earlier this year at the age of 82 from congestive heart failure. My mom died in 2017 and I don’t think my dad ever recovered from her loss. He lived in Paradise, the small town in northern California where I grew up which was devastated by the […]

The post My Dad’s Eulogy<br><span>(and what happened the night before my high school graduation)</span> appeared first on RS Crum.

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By: Pat Stark, CFP My dad passed away earlier this year at the age of 82 from congestive heart failure. My mom died in 2017 and I don’t think my dad ever recovered from her loss. He lived in Paradise, the small town in northern California where I grew up which was devastated by the […]

The post A Fond Farewell and Lessons Learned appeared first on RS Crum.

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By Hanna Kaufman With summer right around the corner, our finances are not likely at the top of our to-do list, but maybe they should be. Once summer sets in you’ll want to spend your free time lounging at the beach, or in the backyard grilling with the family- not worrying about your investment accounts […]

The post Spring Cleaning Your Finances – It’s Not Too Late appeared first on RS Crum.

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By Mark Rylance, CFP®, CFT™ Over the last several years, we have seen increased client interest in investing in companies that have a more proactive mission towards protecting the environment, while screening out those that are known abusers (i.e. oil, gas, pollutants, etc.).  There has also been an increased focus on eliminating investments in companies […]

The post Sustainable Investing – Growing Green appeared first on RS Crum.

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By Hanna Kaufman April is National Financial Literacy Month, and what better time to address financial education? Financial literacy focuses on developing the skills to make informed money management decisions. While increased financial education would be beneficial for all age groups, like many things, it’s best to start sooner rather than later. By introducing the […]

The post Financial Literacy – The Early Years appeared first on RS Crum.

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In mid-March, Boeing investors were reminded of the benefits of diversifying your assets. Boeing’s stock price dropped over 10% in two days and then sharply again after President Trump ordered the grounding of all 737 Max planes in the US. The Friday before a Boeing 737 jet destined for Nairobi crashed and killed all 157 […]

The post Lessons from Boeing – Why We Diversify appeared first on RS Crum.

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Have you and your significant other ever argued with one another over spending? If so, you are not alone. In fact, according to Artemis Strategy Group: 73% of people have different money management styles than their spouse 50% of people say financial matters cause the most stress in their lives 31% of couples — even […]

The post Managing Money & Marriage appeared first on RS Crum.

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By Jon Theriault, CFP®, CKA®, MBA As many taxpayers will soon find out, the rules under the recent tax reform laws may call for some to switch back to using the standard deduction (as opposed to itemizing qualifying deductions), which in some instances will prohibit those donating to charity from receiving the tax benefits they […]

The post The ABCs of QCDs – Is it right for you? appeared first on RS Crum.

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By Patrick Stark, CFP® I grew up in Paradise. Yes, that Paradise – the small town in Northern California that was devastated by a horrific wildfire on November 8th. The photo above is what remains of my childhood home. My mom passed away in 2017 but my dad and a brother still lived there. A […]

The post Paradise Lost: Forever in my Heart appeared first on RS Crum.

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