When a loved one passes away, there is often a lot that needs to get done while also grappling with deep grief, shock, and other complex emotions. We wanted to create a guide to outline the basic steps to take when you just need to put one foot in front of the other.“Losing a Loved One” includes important information such as who to notify, common steps to discuss with counsel, an example letter, additional… Read More
by Anne B. Johnston, Founder & Managing Director at CreatedPublished by CNBC as an op-ed in 2023“I’m not a math person.” “I’m not a numbers person.” “I’m bad with money.”Sound familiar?No, we’re not recording you at home. As a wealth advisor, I hear statements like this all the time from women, regardless of their age.In fact, one of… Read More
by Anne B. Johnston, Founder & Managing Director at CreatedInvestment decisions can be overwhelming and intimidating.The stakes are high and when you’re not rooted deeply within a framework of criteria that help you evaluate opportunities, it’s easy to get swayed by what others are doing and saying. Shakespeare illustrates this concept in his play The… Read More
Dear clients and community,As a financial advisor, I’ve noticed that many people view wealth as something mysterious and overwhelming, much like a machine that we don’t fully understand. However, what if we looked at wealth in a different way?Imagine standing under a redwood tree. The size of these magnificent giants inspires wonder! You might think that such… Read More
Charles Dickens’ A Christmas Carol is one of the most enduring holiday stories of all time. But for me, it’s a treasure trove of financial inspiration.Dickens can teach us a lot about how we manage our money. You may remember Ebenezer Scrooge, the famous miser. Like Scrooge, some people spend so little that they have a hard… Read More
Dear Clients & Community, The holidays are a time of gathering. For many of us, these are people we only see once in a while, either due to distance or stage of life, and so there’s a desire to make the most of that precious time together. What if there was a fun and easy way to… Read More
Dear Clients & Community, Often clients come to us and they ask, “When should I start planning for the sale of my business?”As soon as you are contemplating your exit you should be talking to somebody. The earlier you can begin planning the better, 1-3 years out is ideal (though realistically business owners may not have this… Read More
Dear Clients & Community, Imagine: you look at your bank account tomorrow and it has more zeroes at the end of it than you’ve ever seen before.Sounds nice, right?Unfortunately, as is the case for many of our clients, sometimes this experience is paired with the loss of someone who you love dearly. That means that there… Read More
Dear Clients & Community, Part of our work is helping you navigate major life and financial transitions, such as loss of a spouse or parent; sale of a business or a creative project; or receiving a sum of money larger than what you’ve managed in the past via a settlement, gift, or increased income. Regardless of what… Read More
As a wealth advisory, one of the questions we get asked is: “What should I invest in? Stocks? Bonds? Money Market funds? Real Estate? Crypto? That annuity that I heard about on the radio?”We suggest beginning with a “when?” question. When do you need to access and use the funds?This question is a crucial one,… Read More