Open Window was founded 20 years ago today. Created by Joe Hollen, MD, CFP®, and led by his son, Eric Hollen, CFP®, join us in celebrating our 20th anniversary as a fee-only fiduciary—a stronghold for your family's financial journey.
We make a living in what we get, but we make a life in what we give. "It was scary to cut all of my hair off, but I felt like I was truly doing something meaningful for someone." If you're inspired by Lindsey's experience, please consider donating to Wigs for Kids through your Charitable Gift Fund or at www.wigsforkids.org/monetary-donation.
While the common house cat might not be your first pick when thinking of animals to model your financial planning and investment styles after, your favorite furry friend has several qualities that might be beneficial to your finances.
There are three certainties in life: death, taxes, and change. Here is an in-depth review of some of the tools and techniques we can use to reduce one of those certainties: your lifetime tax bill (or beyond, through a tax-efficient transfer to heirs).
If you've amassed a significant amount of wealth, you want to know it'll be a gift, not a curse, to future generations. Here's how to help your loved ones become responsible stewards of your wealth.
An estate plan is one of the greatest gifts you can bequeath to your loved ones. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. Here is how to get started today, one hurdle at a time.
The investment instructions below are essentially identical to certain instructions I’ve laid out in my will. It is what I believe is best for my family's investment assets after I am gone.
🏆 Meet Dr. Joseph Hollen ’74 (premedical), ’76 AAMD, Distinguished Alumni award winner from the School of Medicine 🏆
Thinking about moving closer to your adult children? These financial considerations can help you decide.
When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.
Raising a child will cost around $233,000. Is it better to make that financial commitment now or later?
Three tools you can use to protect your health and wealth care interests while you are alive: (1) the financial power of attorney, (2) the trusted contact, and (3) the healthcare advance directive (including a living will and healthcare power of attorney).
Joe was asked to describe how his experience as a 1976 UNR Med graduate differed from that of his daughter, Anna—aka Dr.(!) Anna Hollen, a member of the Class of 2019.
Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.
You’ve likely heard that getting married can mean big tax breaks in your future, but the truth is you need to do your math and research carefully before filing.
There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.
As you and your partner prepare to tie the knot, you'll want to take time now to discuss your future finances.
If you’ve just been widowed … Don’t decide anything you don’t have to – especially about your finances.