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Tuesday, November 23, 2021

If you’re like most people with #kids, you probably want to leave your assets to them in your #estate #plan. But if not done properly, it leads to Estate Planning #Mistake #3: Leaving Assets Outright to Minors. #EstatePlanning

Wednesday, November 3, 2021

#EstatePlanning can be one of the most misunderstood aspects of #FinancialPlanning, however, it’s a vital part to ensure your #assets and family are protected. However, many myths still persist. Learn more from our latest blog.

Tuesday, November 2, 2021

Ignoring basic documents can create many problems for your loved ones. #EstatePlanning #Legal #FinancialPlanning #Wills #PowerofAttorney

Thursday, October 28, 2021

Our #retirement newsletter this month features reasons you might want to keep a job even after you #retire, the joys (and #tax #benefits!) of sharing #wealth, the right time to take #SocialSecurity, and ways to travel smarter. Enjoy!

Thursday, October 21, 2021

Most likely, you’ve heard what’s brewing in Washington, D.C. How will this affect you? Should you be concerned? Read our latest blog post. #Taxes #Politics #Money #Planning #Economy #Wealth #Money #Finance

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Tuesday, October 19, 2021

#Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the #financial tools that may help. How can you get the most from your HSA? Read our latest blog post. #Planning #Wealth #Money

Wednesday, October 13, 2021

Our newsletter this month - how #inflation affects the value of your #money, how to manage a newlywed #budget, ways to find #assets you forgot all about, and when to file a claim on your #insurance. Enjoy!

Friday, October 1, 2021

Instead of waiting to decide what to do at age 65, take the time NOW to practice and examine your budget options so you can be sure to make the most of your benefits. #Retirement #Planning

Tuesday, September 21, 2021

Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Read our latest blog for five facts to remember when the market gets bumpy. #StockMarket #WealthManagement #Investing #Money #Finance #Planning

Friday, September 17, 2021

This month's Your Money Matters newsletter features tips for financial literacy, ways to travel smarter, estimating college costs, and ideas to set healthy habits! Read more! #Money #Lifestyle #Planning #Literacy #College #Health

Friday, September 10, 2021

We had our fair share of headlines in August, and there's a lot to take note of. Read our September Market and Economic Commentary on the Blog. #Finance #CurrentEvents #Planning #Economy #COVID #Politics #Markets #Stocks #Money #Jobs

Friday, September 3, 2021

Fall is here, and it’s time once again for football! After a long off-season, it’s exciting to get back to live games! It’s also an opportunity to examine what the NFL can teach us. #LifeLessons #Planning

Wednesday, September 1, 2021

Life has a way of dealing out the unexpected, and not all of it is pleasant. That's why proper #planning is important. This month, we focus a very important topic: Life Insurance. #September #LifeInsuranceAwarenessMonth #RiskManagement

Tuesday, August 31, 2021

The #StockMarket powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases. Read our weekly update. #Economy #Investing #WealthManagement #Finance

Tuesday, August 24, 2021

You may have noticed that Britney Spears’ name has been back in the news over the last few months. How could her situation parallel yours? #Conservatorship #Guardianship #ElderCare #MentalCapacity #FinancialPlanning #Money

Friday, August 13, 2021

There are no two ways around it: #childcare is expensive! Thankfully, there is some relief come #tax time. Read more. #TaxCredit #Family #FinancialPlanning #Money

Tuesday, August 10, 2021

July is in the books! For being the “dog days” of summer, we had a lot to talk about. #August #Economy #CurrentEvents #Summer #News

Friday, August 6, 2021

If your child is approaching college and you're behind on education savings, it can feel like you hit the snooze button too many times. Here are some ideas to help matters.

Tuesday, August 3, 2021

The news keeps getting better for Social Security recipients. Read more!

Tuesday, July 6, 2021

It’s not unusual for me to come across a situation which prompts the million dollar question, “Is it better to use my income to pay off debt or save for retirement?" The depends. #saving #retirement #debt

Saturday, June 26, 2021

Biden’s ‘Death Tax’ Will Harm Middle-Class Families Making Far Less Than $400K A Year #Taxes #EstatePlanning #WealthManagement #FinancialPlanning

Friday, June 25, 2021

In this month’s Your Money Matters: - How inflation is reported and it's affect its on your investments - Tips for inventorying your possessions, saving you in the event of a loss - Ways to save on subscription services #Money #Finance

Wednesday, June 23, 2021

Long Term Care. When those three words are spoken, what comes to mind? There are a lot of misconceptions about this important planning topic. Read more.

Wednesday, June 16, 2021

As the economy continues to recover, you may have noticed the term ‘inflation’ coming up in the news. Whether you believe inflation is good or bad, here are a couple of things for to read to give context. #Inflation #Economy #Dollar

Friday, June 4, 2021

Growing older can bring many positives to your life: often you’re more financially stable. But growing older can also have some negatives, and that’s one of the most significant reasons to create a plan. #EstatePlanning #FinancialPlanning

Wednesday, June 2, 2021

How have the markets behaved this past week? Read our weekly market commentary. #Investing #StockMarkets #FinancialPlanning #WealthManagement #Economy #Economics

Tuesday, June 1, 2021

Each year there are billions of dollars in federal financial aid available in the form of grants, loans and work-study funds. Here are some tips to help get the most for your child. #CollegePlanning #FinancialAid #Education

Monday, May 24, 2021

You spend your whole life raising your children to be self-sufficient. So, what do you do when your now-adult-child asks for financial aid? #YoungAdults #FinancialIndependence #Money #FinancialPlanning #Parenting

Wednesday, May 5, 2021

If you’re new to #investing, chances are you’ll immediately feel like you’re drowning in the #vocabulary. Here's a quick primer on the terms you need to know. #Money #FinancialPlanning

Thursday, April 29, 2021

In the April Edition of Your #Money Matters newsletter: - The lowdown on those free #credit scores, - Tips to teach your #children how to manage money - #Financial tips for #newlyweds And more! #Planning #WealthManagement

Tuesday, April 27, 2021

President Biden has unveiled his $2.3 trillion infrastructure plan; what's in store for you, your business, your portfolio, and your plans?

Wednesday, April 21, 2021

#Stocks reached record highs last week. read our latest weekly #market commentary. #Investing #WealthManagement #Portfolio #FinancialPlanning #Money #Retirement #Economy #Bonds

Tuesday, April 13, 2021

Each year there are billions of dollars in federal financial aid available from the U.S. Department of Education in the form of grants, loans and work-study funds. Here are some tips to help you access what is available.

Monday, April 12, 2021

Good days and bad days are a fact of life in the market. How should you face this reality? #Investing #Portfolio #WealthManagement #FinancialPlanning #Money #Market #Stocks #Bonds

Wednesday, April 7, 2021

What happened in the markets last week? #Investing #Portfolio #WealthManagement #Stocks #Bonds #Markets

Wednesday, March 31, 2021

A year ago, investment markets were in a tailspin. What has hindsight shown us? #Investing #WealthManagement #FinancialPlanning #Stocks #Bonds #StockMarket #Retirement

Tuesday, March 30, 2021

While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. Here's a few things to help prepare. #retirement #financialplanning #money #lifestyle

Tuesday, March 23, 2021

Keeping small businesses afloat is essential to our nation’s overall economic stability. Almost half of our country’s population works at or owns a small business! #SmallBusiness #Stimulus

Thursday, March 18, 2021

Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!

Wednesday, March 17, 2021

"Why should I struggle to save extra cash when I have my retirement accounts to fall back on?" #Savings #RainyDay #SafeMoney #Contingency #Retirement #Planning

Tuesday, March 9, 2021

We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! The good news is, it’s never too early to build financial literacy! Here are a few tips to help!

Wednesday, February 24, 2021

This month’s Your Money Matters newsletter features the perfect time to give the household budget a check-up, tips on insuring your teen driver, and an overview on the link between debt and stress. #finance #money

Tuesday, February 23, 2021

Our newsletter this month features a few facts we think may surprise most folks when it comes to retirement, and common mistakes you can avoid.

Wednesday, February 10, 2021

To offer an overall perspective on the market and what may come next, read our February edition of Market Matters #markets #economy #investing #portfolio #wealthmanagement #financialplanning #money

Monday, February 1, 2021

2020 may be a year that none of us ever forgets, for many reasons. But here’s one positive: Roth IRAs can be particularly beneficial for financial planning in the current tax and economic environment.

Tuesday, January 26, 2021

This month’s Your Money Matters newsletter: - Stop wasting money, - Pros and cons of prepaid debit cards - Checking to see if you have unclaimed money - How long a $20 bill lasts....

Thursday, January 14, 2021

Have you set yourself with access to the Social Security Administration's website? As a good housekeeping measure, you should take the time to do so. #Retirement #Planning #SocialSecurity

Monday, January 11, 2021

Seniors are frequent targets for financial scams. Many have considerable assets and could fall victim to predators. What can you do to help protect your loved ones?

Tuesday, January 5, 2021

There’s a great debate raging about what style of investment management is better, active or passive. And if you ask 10 different financial professionals, you could get 10 different answers.

Monday, January 4, 2021

Despite a crazy year or perhaps because of it, many Americans will be making financial resolutions for 2021. If you’d like to put some of this year’s focus on financial goals but haven’t, here are a few suggestions.

Wednesday, December 30, 2020

Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible.

Monday, December 28, 2020

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill. Here are some highlights.

Wednesday, December 23, 2020

Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill impacted the market this past week.

Thursday, December 17, 2020

This month’s Your Money Matters newsletter features one of the newest ways to send money, what to look for in personal finance apps, some financial literacy basics, and a quick note that it may be time for a financial checkup....

Monday, December 14, 2020

Every 4 years, fears about the country's political future distract savers and investors into making short sighted, emotional decisions regarding their money. But it doesn't have to be that way.

Wednesday, December 9, 2020

Economic data during the month of November was relatively strong, and markets were generally focused on the positive news in November.

Tuesday, December 8, 2020

Have a new child or grandchild? Wondering what should be done to make sure the future is a little less uncertain? Here are three topics of concern to address when there is a new member of the family.

Monday, December 7, 2020

Charitable giving is an American tradition: Americans typically give well over $300 billion annually to non-profits. How is charity factored into your financial plan?

Thursday, December 3, 2020

Clients and friends ask all the time where they should put their money. That’s a great question, and it would be even better if there were a one-size-fits-all answer.

Monday, November 30, 2020

I recently came across a fact sheet produced by Franklin Templeton which laid out the benefits a 529 account can provide to a child's future educational needs. Given the rising cost of education these days, having a strategy in place...

Friday, November 27, 2020

This month’s Your Money Matters newsletter discusses when it's time for a new car and the decision of buying vs. leasing, types of stock market analysis, tips for exploring scholarships, grants and more.

Friday, November 27, 2020

Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.

Tuesday, November 17, 2020

Video - 3 Reasons to Have a Financial Planner Many smart and successful people have financial advisors. Why? Objectivity, perspective, and clarity, for starters. Click to watch this short video.

Friday, November 6, 2020

Religion. Politics. Money. The “Big Three” topics that are not supposed to be discussed in polite company. While strong arguments can be made about the first two, the taboos surrounding money conversations can have serious...

Tuesday, November 3, 2020

November is Long Term Care Awareness Month.Long-term care insurance (LTC) is a critical but often overlooked component of retirement planning. Many people think they don’t need LTC because they’ll get Medicare when they...

Thursday, October 29, 2020

We have some exciting news to share with you!We have recently revamped our website, The new platform not only has a completely redesigned look and feel, but will be more dynamic and useful. Soon, you will see a greater...

Thursday, October 29, 2020

This month’s Your Money Matters newsletter features a good way to protect your income and savings, personal finance tips for military families, asks the question, “Active or Passive Investing: Which Is Better?”, and...