We are often asked, “When should we start estate planning?” The answer is, if you’re even thinking about the need for estate planning, it’s time to begin.

We all possess a fight or flight response to stress. Its origins are primal; the lives of our ancestors often depended on their ability to react logically in duress.

Like all good financial advisors, we work hard to facilitate thoughtful dialogue, listen carefully, broaden perspectives, and act as financial therapists, all in an effort to come up with smart financial strategies to optimize your money.

At least once a year we meet with our clients to talk about everything BUT finances. Why? Because the better we know you, the better we can support you.

Almost two months into this extraordinary pandemic, and I am more thankful than ever for an infrastructure that allows us to continue with business as usual here at CandorPath. In these past weeks, we have been reiterating these five points to all of our clients:

A recent article shined a light on how Warren Buffet prioritized wealth ethic over work ethic. Intrigued, I came to understand that wealth ethic pertains to the idea that the pursuit of money over the importance of enjoying how you are making money is no longer the priority. We would all love to make a living by following our true passion, but it often seems too difficult to do. Minda Zetlin explains that “one of the main reasons passion-seeking has gotten such a bad reputation is the presumption that there’s only one passion out there for each of us, and that whatever it is may not always translate to something you can do for a living.” But is that really true?