The Wealth-Happiness Paradox

Does being wealthy automatically increase your level of happiness? Recent studies show that is not always the case … other factors actually contribute more to an enjoyable life than money. Bruce Raabe’s timely article about happiness and its relationship to wealth offers some interesting insights.

Family Records Notebook

Our Family Records Notebook provides all the financial information necessary to ensure your wishes and responsibilities are handled appropriately should the need arise.

A Wealth Manager Perspective – A Strong Foundation

Here today, gone tomorrow. It’s a lesson Bruce Raabe learned during his career as a civil engineer, when he helped to demolish San Francisco’s famed Embarcadero Freeway after the 1989 Bay Area earthquake. And it’s a lesson that stayed with Raabe as he transitioned into a career as a wealth manager.

Wealth Preservation Brochure

Most people do not invest their money simply because they want to see it grow. Instead, they have very specific goals in mind – to enjoy a particular lifestyle, for example, or send their children or grandchildren to top universities.

Lost In Transition

Keeping Your Financial Plan on Track Before, During, and After a Divorce

Few events create as much emotional and financial stress as a divorce. On the emotional side of the equation, it’s natural to experience sadness, anger, worry, embarrassment…