Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
The following is adapted from Inheriting Chaos with Compassion. Published: July 18, 2019 Updated: April 22, 2025 The death of a loved one creates chaos in our lives. There are so many decisions to be made, and our fear of making the wrong choices can be paralyzing. We find ourselves asking, What’s the next step?…
The following is adapted from Inheriting Chaos with Compassion. Of all the things you can inherit after a loved one passes away, an investment portfolio is one of the trickiest, especially if you’re not an experienced investor. Understandably, an investment portfolio is designed to help someone achieve their financial goals, and when we inherit that…
Jennifer Luzzatto joins Keep It Juicy podcast to talk about her book Inheriting Chaos with Compassion “I learned firsthand how hard it is to settle someone’s estate when my husband died and then, shortly after, my sister did too and I had to take care of both estates. I talk about how to avoid estate…
The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, there are two major roles involved in the handling of their estate. There’s the executor, whose job is to make sure an estate is divided and distributed properly in accordance with how the will states things should be. Then there’s…
The following is adapted from Inheriting Chaos with Compassion. Oftentimes, when a loved one passes away, we end up inheriting assets we’re not equipped to handle. For most people, a perfect example of that truth would be inheriting an employer-sponsored retirement account of an annuity from the deceased. Not only were those retirement vehicles designed…
The following is adapted from Inheriting Chaos with Compassion. Many people resist seeing a financial advisor because they feel that every time they walk in, they’ll be told what they’re not doing right. It’s like discovering a cavity each time you visit the dentist. No one wants a lecture on flossing properly with every visit….
The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, the last thing you want to think about is money. The unfortunate reality is that life moves on, and sooner or later, you’re going to be faced with the task of assessing your finances and re-evaluating your money mindset. Let…
In Drive: The Surprising Truth About What Motivates Us, bestselling author Daniel Pink presents some of the most compelling and useful research in the field of in human motivation. One section, “The Good Life,” is particularly enlightening in regard to how we as individuals establish and pursue our life goals. Pink makes the point, and…
Most adults are increasingly experiencing a time crunch. The result is mounting stress and compromised health and vitality. And yet, despite their best efforts, many individuals express frustration about not being able to bring tasks to completion or having enough time to focus on what or who is most important to them. Scientists have…
Although a number of studies have focused on the effect of income on happiness, Elizabeth Dunn, a socialpsychologist at the University of British Columbia, also wanted to understand the effect of spending choices on happiness. For example, previous research clearly demonstrated that income has a predictably positive effect on level of happiness, but these levels remain flat over…
For many years, the prevailing theory was that individuals have a genetically determined happiness set point. In other words, scientists believed that each person could temporarily experience more happiness (depending on circumstances, relationships, and life events), but would then slide back to his or her “pre-programmed” set point. In fact, less than two decades…
