News from Seneschal

Seneschal Advisors LLC Creates New Model for Financial and Estate Planning
Jon M. Duncan CFP has announced the formation of Seneschal Advisors, LLC, a financial advisory firm that helps high net worth clients manage and preserve wealth, while reconnecting financial decisions with values and purpose.

eSeneschal News
In this Issue:

Retirement Redefined: This Is Not Your Father's Retirement

Intentional Inheritance Planning: Part 1: What to Do First

Third Quarter Investment Outlook: A Time for Reflection, Balance and Patience

Retirement: Lessons from the first year
Here are five battle-tested rules for surviving that dreaded "now what?" stage of retirement.

10 tips for today's market
Whether you are buying, selling, investing, or staying put, there are smart moves you can make to get the most out of your real estate.

Real Estate Tips: If you're a seller or speculator
Price it right, and don't be afraid of agents. Plus: a word of caution for flippers out there.

Reality check
Think you're the next Donald Trump? Before you invest in real estate consider what can go wrong.

Lack the itch to be rich?
So, you're not a mogul by nature. There's nothing wrong with being 'just' 401(k) kinda folk.

Building wealth, even with kids
'I have kids' often means 'So, I'm broke.' But it doesn't have to be that way.

Declare your financial independence
Feeling financially free can mean many things. Getting that feeling takes some doing.

Q & A Real Estate your questions answered
The stock market’s stuck in the basement. No wonder home is where our hearts (and wallets) are these days. We’re pouring more and more of our net worth into housing—and taking more and more out, through multiple refinancings, and home-equity loans as our home values soar so too do the risks, as does the number of questions about our No.1 asset. Here are 23 of the most frequently asked.

Milking the 'bubble'
Your house has soared in value. Here's how to capitalize.

Tackling debt, planning for the future
Kansas family wants to ensure they've got their feet on solid ground.

Time to tap home equity?
Home equity loans and lines of credit now cost less. Are they right for you?

Higher pay and a house
A couple quits academia for the cyberworld but find money an issue

Investing in Index Funds Is Simple
There was a time when you could park your money in an index fund, sit back, and not worry too much about it

A primer on PMI
Put down less than 20%, and you need private mortgage insurance. Or do you?

Going to the chapel
They're going to get married, and this Bend couple wants to get the right start

Two paychecks to broke
A New Yorker fights to keep her head above water on a slim budget

A moving story
An artist-architect keeps traveling, switching between career and desire

Checks & Balances
College workers wonder if aggressive, tech-oriented tack is the right one

How To Get Started In The Planned Giving Arena
Getting started in planned giving for clients takes far more time, patience and commitment than planners may realize. This article shows you how to do it.