Financial, Investment and Estate Planning Blog

 Fathers and grandfathers are pillars of financial, emotional, and spiritual support for their families, and their behaviors are imitated by the children in their lives. And in a time where authority is questioned and leading is challenging, we need their positive effects now more than ever to help guide our youth. Their impression on children...

Fathers wear many hats. And in today's busy world, it can be challenging to prioritize the responsibilities of work, family, and other opportunities. While fathers long to provide their children with the best of everything, what children need the most is a father's gift of himself.The saying "Being present is the greatest present!" rings very true ...

No matter where you live in the United States, odds are you'll eventually experience some kind of natural disaster that impacts your home, your family, your lifestyle, and even your income. In recent years, we've seen high incidences of drought and wildfires in the western states, hurricanes and flooding in the southeast, and plenty more severe env...

What's not to love about May! As the days get longer and the weather gets warmer, May brings a host of reasons to celebrate. It's the perfect time of year to get outside, appreciate the beauty of nature, and spend time with loved ones. And with so many special observances happening this month, there's plenty of cause for excitement.May is Pet Month...

Happy April Greetings! What do rain showers, baseball, and Earth Day have in common? They all happen in April! So whether you're anticipating May flowers, enjoying the opening of our national pastime, or renewing your focus on the environment, there's much to enjoy this month.April is Financial Literacy Month, a time to promote and increase awarene...

We always hope our clients feel confident discussing money with their families. But, the truth is, talking about money can be very uncomfortable for many. Where do you begin? What's the right age? The good news is, it's never too early to teach financial literacy.Here are four tips on how to get started:Create a financial mission statement. A missi...

It's common for adult children to ask their parents for financial aid, even if you've worked hard to raise your kids to be self-sufficient. While it may be your instinct to want to help your child, you need to consider how your child's request for help could impact your own retirement plan. Here are some guidelines that can help you avoid potential...

Imagine if you gave your kids their inheritance tomorrow. How quickly would they spend it all? For most children and teens, once they get their hands on cash, they can't wait to spend it. If they aren't taught the power of budgeting and delayed gratification now, not much is likely to change in adulthood. How valuable can a job, nest egg, or inheri...

The new year is a perfect time to review progress toward your financial objectives – whether that's in person or over video conferencing. We want to hear about your interests and plans for the new year so that we may align your desires with financial strategies that are in sync with your goals. Here are three things we recommend you spend a moment ...

Having a child turn 18 is cause for big celebration! As excited as you may be for them to start taking ownership of their lives and accountability for their actions, there's one area of control you may not want to give up quite yet. Did you know that once your child is 18 information regarding their education will no longer be disclosed to you with...