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Staying current on everything you need to know about wealth management, financial planning, retirement planning, tax laws, and insurance regulations can be daunting to say the least. We want to make complex topics simpler and help you understand important financial topics that you need to know. Our blog is designed with you in mind and to do just that. We're committed to helping you pursue your life goals and guide your financial journey.  

 

Thursday, June 27, 2019

Over 20 years of working with clients, some clients find that investing for the long term may be scary. Below are five strategies we use to help reduce the emotional fear. Don't time the market. Money you need tomorrow or soon, should...

 

Friday, June 21, 2019

Signing up for Medicare can be confusing. We want to help. Here are 10 things you should know to get you started. 1) Medicare consists of several different components Part A: hospital coverage Part B: medical coverage Part C: Medicare...

 

Tuesday, June 18, 2019

With two in college plus a soon to be 6th grader and 2nd grader, "college" funding is topic many clients ask about and I enjoy talking through. Before we start with "college" funding, a couple of points to help frame the...

 

Saturday, May 11, 2019

In 2004, the U.S. Senate designated April as financial literacy month (I know, I'm a little late!). The President's Advisory Council on Financial Literacy defines personal financial literacy as "the ability to use knowledge and skills...

 

Friday, May 10, 2019

With Spring finally here, it's time to take a couple of hours to review how your place survived the winter. Below is a partial checklist to help with the process: Outside Home ☐ Inspect roof for shingles that are missing, curled up at...

 

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Friday, March 1, 2019

Do you find yourself wondering where your money went at the end of each month? Sounds like a great time to reassess saving and spending habits and put new goals in place. To do so requires creating a formal process to succeed—and...

 

Friday, February 22, 2019

While many people view estate planning through the narrow lens of death and taxes, estate planning is really about the living. As part of a comprehensive financial plan, an estate plan helps you manage your business and personal...

 

Thursday, February 21, 2019

It’s easy to assume that your expenses will drop off dramatically in retirement once you’re no longer raising children, managing a full household, or carrying work-related costs for transportation, clothing, lunches, etc....

 

Monday, February 11, 2019

An important factor in determining how well you age is how active you are, according to the Mayo Clinic. The world renowned not-for-profit institution recommends 150 minutes of moderate intensity or 75 minutes of vigorous activity per...