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So far urbanemu has created 10 blog entries.

The Magic Three: Tips to Pursue and Preserve Your Middle-Class Millionaire Status

Achieving “millionaire status” is the financial aspiration of many. However, when we do the math in 2018, we realize that for most of us accumulating a million dollars for the future is just step one. With the disappearance of pensions and escalating costs for health care as we age, we need to have multi-millions set [...]

The Magic Three: Tips to Pursue and Preserve Your Middle-Class Millionaire Status 2018-05-18T16:00:12+00:00

Protect Your Assets: Four Pitfalls to Avoid

You may be familiar with the idiom, ”A little knowledge is a dangerous thing.” When it comes to your money, not only can it be dangerous—it can be downright expensive. For example, one often reads that titling one’s assets as “joint” avoids probate following a death; doing so is touted as smart because it [...]

Protect Your Assets: Four Pitfalls to Avoid 2018-05-17T16:36:20+00:00

Easy Steps to Organize and Simplify Your Financial Life

This is the time of year when we wish that every financial document we have was expertly filed in just the right place, so that heading off to our accountant to take care of our income tax-filing could be seamless and stress-free. However, many of us procrastinate the task of organizing our financial documents. If [...]

Easy Steps to Organize and Simplify Your Financial Life 2018-03-21T17:32:43+00:00

Entrust Holiday Cheer

Bringing cheer to all we meet during the holidays is a fantastic expression of the love we feel–for our families, friends, colleagues, and our community. It is a spontaneous affirmation of the interdependence of the lives we enjoy. In light of this sentiment, we invite you to join us in the following endeavor honoring an [...]

Entrust Holiday Cheer 2018-03-22T16:01:00+00:00

Do Well by Doing Good This Holiday Season

We received a call from Marvin, who finally decided he felt uncomfortable having $2 million in just a single stock. Yes, he loves the stock and is loyal to the company; he first acquired the stock because he worked for the company years ago at the beginning of his career. But so much money in [...]

Do Well by Doing Good This Holiday Season 2018-03-22T16:23:33+00:00

3 Indicators That It Is Time to Hire a Financial Advisor

Jeremy has been an entrepreneur since high school. His pride and joy is the restaurant he opened upon graduating and has built into a successful enterprise over the past two decades. When we met, he reported that he promised himself for the last five years that early retirement was just around the corner. He wants [...]

3 Indicators That It Is Time to Hire a Financial Advisor 2018-03-26T15:53:05+00:00

Making, and Counting! Your Money

Rachel would tell you she likes to make money, not count it. However, what stands out when you meet her are her phenomenal entrepreneurial skills. In fact, Rachel’s relentless effort in her business endeavors, coupled with a superb instinct for calculated risk-taking, led to the accumulation of a nest egg of over $6 million saved [...]

Making, and Counting! Your Money 2018-03-21T19:18:48+00:00

Our Money: What Successful Couples Do

You would not expect a business to succeed unless the owners established short and long-term goals, and took the time to track expenses and income. When it comes to couples and money, the same expectations hold true. Setting goals and tracking financials can make all the difference to a lifetime of financial success. But as [...]

Our Money: What Successful Couples Do 2018-03-21T19:42:07+00:00

There is no free lunch

If you are like many of us, you believe your employer-sponsored 401(k) plan is “free.” After all, you do not receive a fee report outlining the calculation of your pricing. And perhaps with respect to your personal investing, you or others you know may also have reason to believe investment advice is virtually free. For [...]

There is no free lunch 2018-03-21T20:06:50+00:00

Video: Portfolio Investment Ingredients

Your portfolio is comprised of a variety of ingredients. These ingredients–typically stocks, bonds, and real estate (perhaps in the form of mutual funds)–are combined based on how much risk you want. But is it possible to keep your risk-level on track over time?

Video: Portfolio Investment Ingredients 2018-03-21T20:14:52+00:00