We spend so much of our time making money. How much time are you spending protecting it? Things like healthcare expenses, identity theft, and tax consequences can threaten what you’ve worked hard to build. Let’s talk about ways we can help you safeguard against the unexpected.
Wealth Transfer
Do you procrastinate? Come on, be honest. One of the things many people put off is making a plan to transfer their wealth after they’re gone. We get it, no one likes to think about that. But making a smart plan now, can make all the difference for your loved ones. It’s really a great gift to them. Here’s how you can get started.
How to Talk to Kids About Money
by: Faith Doyle, MBA, CFP® You know what kids think is cool? MONEY. Well, not money per se, but they really like to get new stuff, and they like what money can do for them. But how do you take this complex topic and make it make sense in kids’ minds to help them develop a healthy relationship with money? … Read More
How to Talk to Your Kids About Money
Did your parents talk to you about money when you were a kid? For most of us, the answer is no. But you have the chance to change that dynamic with your own kids. Talking to them frankly about good and bad money moves can help set them up for a lifetime of financial success. Here are a few easy … Read More
Charitable Giving
Your heart’s in the right place, but your charitable giving strategy might need to change from year to year. Get our 3 ideas to consider when it comes to giving AND potentially receiving (a tax break).
Investment Consulting
Does a one-size-fits-all approach work well for you? Step into a recent doctor’s appointment with us and see how we really feel about trying to make the same thing work for everybody.
Why You Shouldn’t DIY Your Finances
Do you remember those home perms from the 80s?! I know, we’ve tried hard to forget them. But they can teach us a valuable lesson about what you should not DIY, including your finances. Here’s a look at the invaluable benefits of professional help, with a healthy dose of nostalgia.
Tidying Up Financial Clutter
Spark joy by parting with all those old statements, tax returns, and utility bills. You just watched the show with that organizing consultant who helpspeople de-clutter their lives. It’s inspiring seeing others go through closetsand part with useless stuff they’ve unnecessarily hung onto for years.You shut off the TV and head into the home office to check your email rightbefore … Read More
Year End Message 2022
From our team to you, here’s our heartfelt wish for you in 2023 … with a little math included, because we really do love to add it all up!
Retirement Planning
Don’t you just love planning your next vacation? It can take work, like researching locations and travel prices and building an itinerary. Believe it or not, a lot of people spend way less time planning for their retirement. Vacations last a few days, your retirement could be decades long. Here are some ways to make the most of it.