Category Archive

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. 

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.

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

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).

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.

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.

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!

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.

It’s the word on everyone’s lips right now: inflation. But how does itreally impact your financial plan? And more importantly, how can you fight its effects? Here are some ways.