Nickolas Urpí Nickolas Urpí

Caregiving Costs: What does it mean to care for a loved one?

We always advise clients that the financial plans we sit down and create with them are documents that guide and help us understand the strengths and weaknesses of your financial situation. Analyzing them and keeping them going throughout retirement is essential. One of the key areas where most people have not adequately prepared for is caregiving.

Read More
Nickolas Urpí Nickolas Urpí

Zen Investing

I discovered Zen Buddhist Koans while I was studying the spread of Buddhism in college, and since then, have had a particular fascination with them. An extremely brief Kafkaesque story with depth and symbolic meaning that can be confusing, humorous, tragic, entertaining, and enlightening? Sign me up!

Read More