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So far urbanemu has created 13 blog entries.

A Fantastic Retirement Is Not Just About Your Portfolio: 3 Tips You Need to Know Now

Preparing for retirement is often identified as the number one concern of middle-class millionaires. The implied solution for resolving this concern is rather straightforward: Build a portfolio large enough to generate the income you need for the style of living you prefer, and you are good to go. After all, having a good income [...]

A Fantastic Retirement Is Not Just About Your Portfolio: 3 Tips You Need to Know Now2018-09-18T20:34:05+00:00

Video: Helping you pursue your next $Million: Tip 1 – Jennifer Bravo

The kids are heading back to school and we parents are hoping they learn a lot, not just academic information but life and social skills, too. Jen’s video introduces an important life skill—understanding money—that you can help your children learn.

Video: Helping you pursue your next $Million: Tip 1 – Jennifer Bravo2018-09-10T19:16:54+00:00

3 Things Investors Can Count On, Despite Market Volatility

Most of us want to retire—someday. And we aim for our investments to appreciate so that we can distribute income from them throughout our retirement years, without running low on money and equally importantly, without diminishing our style of living. As the capital markets gradually appreciated during 2017, our goals for making work optional—retirement—felt good [...]

3 Things Investors Can Count On, Despite Market Volatility2018-09-13T16:11:41+00:00

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 Status2018-09-13T16:04:00+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 Avoid2018-09-13T16:00:41+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 Life2018-09-13T15:55:36+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 Cheer2018-09-13T15:53:21+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 Season2018-09-13T15:50:32+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 Advisor2018-09-13T15:48:41+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 Money2018-09-13T15:45:27+00:00