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Estate Planning Essentials: Preserving Your Legacy

Estate Planning Essentials: Preserving Your Legacy
Planning for a future you’re not going to see isn’t always easy, but it is one of the most important steps you can take to work towards protecting the causes you care about and the people you will leave behind. Understanding the essentials of estate planning helps ensure your wishes are honored, your assets are…
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Preparing for the Great Wealth Transfer: A Guide for Families

Preparing for the Great Wealth Transfer: A Guide for Families
Over the next few decades, wealth is expected to change hands in an event that is often referred to as the Great Wealth Transfer. Trillions of dollars are projected to move from older generations to their heirs, charities, and institutions. While this transition offers meaningful opportunities for families, it also introduces complex financial, legal, and…
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Investment Tips for Investing in a Volatile Market

Investment Tips for Investing in a Volatile Market
Market volatility is a natural part of the investment landscape. Even so, it’s never comfortable when the market is in flux. Between alarming headlines, fluctuating account balances, and economic uncertainty, it can be difficult to know when things will take a turn for the better. Whether you’re preparing for retirement, building your wealth, or simply…
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Can I Retire?

Can I Retire?
The simple answer is, of course you can. However, “Can I afford to retire?” is a different and more important question. While some people find ways to retire in their earlier years (40’s- 50’s), most work well into their 60’s and even 70’s. The ever-increasing mandatory distribution and social security age is evidence that our…
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A Change of Plans

A Change of Plans
Times have changed. No longer is it common for a person to work for one company for 20+ years and have the company take care of your financial future with a guaranteed income through a pension when you decide work is optional. Some may even have thrown in a gold watch to say thank you…
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What is Inflation and How Does It Affect You?

Inflation! Inflation! Inflation! If you turn on the financial news, there has been a lot of talk about inflation and you may have noticed the items you buy getting more expensive while you are out and about. Since there has been a lot of talk about inflation, I thought it would be a good idea…
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5 Ways to Instill a Positive Money Mindset

The way you perceive money, whether positively or negatively, is a major determinant in whether you will thrive financially. When it comes to building wealth, having great money habits is a foundation of having a healthy financial life. While that is easier said than done, financial wellness takes consistent effort and discipline to maintain. If…
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A New Year’s Thought for 2022

As Christmas and New Year’s Day quickly approach us, I have been thinking about this year, the stress that many people have been under and the incidents that make us wonder what caused someone to overreact in such a way. Whether in stores, on airplanes, or in our daily lives—I hope that as we approach…
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What is the job of a Financial Advisor?

What is the job of a Financial Advisor? If you were to “Google” this question you would probably get “a Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals.” While this is not wrong, the actual job of a good Financial Advisor goes much deeper than…
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Dealing With Market Volatility

Covid-19 upended many of the plans we had for 2020. For many of us, our plans for retirement have been upended, too. Many investments fluctuated wildly over the course of the year. While we may not see fluctuation like that again, we always must be prepared to deal with market volatility when we are invested…
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