The Archives
Summer Time is Here
Summer Time is Here Risk Management by Sean Storck Summer will always have a hold on my imagination. I am closing in on 20 summers since I left childhood behind, but I still hold dear the long days of pickup baseball games, fireflies, thunderstorms and mischief. Today, June 21st, is the official start to Summer…
Read MoreEstate Planning: 2017
Estate Planning Your Reason in Focus – Q1 2017 The end of life is complicated. Between the emotional aspect of losing a loved one and the responsibilities of properly handling the affairs of the decedent, dealing with death is just hard. The questions below are a small sample of the issues we address when…
Read MoreOur Reason for being Thankful
Our Reason for Being Thankful Giving Thanks is More Than a Holiday It is time for Thanksgiving – a moment to appreciate all that we have, and a day to appreciate the family and friends that enrich our lives. We look forward to the coming year with anticipation and a holiday season that offers us…
Read MoreEvery Summer Has a Story – Announcing the AIF® credential
EVERY SUMMER HAS A STORY Announcing the AIF® credential – July 2016 “And so with the sunshine and the great bursts of leaves growing on the trees, just as things grow in fast movies, I had that familiar conviction that life was beginning over again with the summer.” – F. Scott Fitzgerald, The Great Gatsby…
Read MoreLife Insurance Review
LIFE INSURANCE: A NECESSARY CONVERSATION Your Reason in Focus – May 2016 Life insurance is an interesting topic. Not interesting like watching a rocket land upright after re-entering Earth’s atmosphere interesting. But certainly on par with a National Geographic Special on the Lifecycle of the Snail. The difficult part of life insurance is two-fold, talking…
Read MoreThe Story of Your Life
We recently had one of those moments when life asks you to break away and take stock of that “fine mingling”. Our very own Steve Pollock welcomed a new addition to his family – a beautiful baby girl.
We came upon the following video at a conference this past year. It speaks to this moment and gives us reason to pause and reflect on the true purpose of life. We would like to share it with you now.
Read MoreEstate Planning University
“In this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin Death and Taxes – As much as we do not like talking about the former we find the two guaranteed things in life are easily reviewed together. This quarter we want to bring your current estate plan to…
Read MoreIntroducing Matthew J. Anderson
Matthew J. Anderson Financial and Tax Adviser It is with great pleasure and professional satisfaction that we are able to assist individuals, families and businesses with their investment management, financial planning, tax planning and preparation needs. In doing so our purpose is to enable a lifetime of rational, informed and well-reasoned financial decisions. In our…
Read MoreIntroducing Reason Financial
SAN DIEGO–(BUSINESS WIRE)—Rawdin-Baron Financial, Inc., a comprehensive financial planning and tax services firm, announced today that it is changing its name to Reason Financial: A Rawdin-Baron Financial Company. The name change, and corresponding new logo and brand, reflect the company’s commitment to serving the growing needs of its clients well into the future.
Read More