Category: The Opening Bell

The Opening Bell

College Planning in the COVID Era

Just like it’s done with so many aspects of life as we know it, the COVID-19 pandemic has brought sweeping …

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The Opening Bell

Reflections on Mortality

How do you mark time? We have clocks and calendars, birthdays and graduations, weddings and anniversaries, Holy Days and holidays, …

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The Opening Bell

Prop 19: What Homeowners and their Children Need to Know

This past November, California voters approved Proposition 19, The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire …

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The Opening Bell

Your Estate Plan in the Wake of the SECURE Act

The SECURE Act of December 2019 was intended to give Americans a better shot at retirement security. But retirees whose …

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A Year of Grieving, Loving, and Persisting

The team at Bell tells me that many of you as clients and friends often ask after me and want …

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An Expert Who Listens to Your Values

  In Being Mortal, an immensely compassionate book about the final phase of life, Atul Gawande writes about his father. …

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When Can I Quit My Job?

Financial Planning answers many significant life questions. For example: How much do I need to save for my daughter’s education? …

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What Will Make Up the Content of Your Days During Retirement?

Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or …

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The Opening Bell

Providing for Your Children and Others with a 529 Plan

The three biggest financial commitments that most people will make in their lifetimes are buying a home, raising children, and …

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