Financial, Investment and Estate Planning Blog

With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It's important to regularly evaluate your financial situation, and a small investment of review time can help ensure you're on ...

 Learn how to harness the power of compound interest for your investments. Warren Buffett is a smart money manager who understands the power of compound interest. Watch how he used it to make a lasting difference even from a very early age.

As a small business owner, you're always looking to attract and retain top talent. Offering a retirement plan is an excellent way to provide employees with a competitive benefits package while helping them save for the future. You know that planning for retirement is essential, but finding the right plan for your business can be be daunting, given ...

April is Financial Literacy month! It's a great reminder of the importance of using a budget to manage your finances and achieve your goals. So, in the spirit of becoming more financially proficient, we'd like to offer some steps you can follow to create or improve your budget:1. Determine your income: Calculate all the money you receive each month...

No one likes paying taxes, but most of us realize it's a necessary and important part of a functioning society. When we pay our taxes, we do our part.That said, there are ways to ensure you're not paying more than your fair share. A key component of that calculation is your adjusted gross income (AGI), the figure used to determine how much tax you ...

Nowadays, it's pretty difficult to define what a "traditional" family unit looks like – they literally come in all shapes and sizes. For decades, the number of single-parent households in the U.S. has been rising according to the United States Census Bureau. In fact, children living with a mother only is the second most common U.S. living arrangeme...

Google is one of the world's greatest innovations. Did you ever think you'd have all the world's knowledge compiled and instantly searchable just a click away? It's remarkable. But as anyone who has searched a medical symptom has discovered, 'Dr. Google' doesn't always know best. There are many articles that provide ideas and suggestions, but becau...

Budgeting is one of those activities that can pay dividends – literally! However, building and sticking to a budget can be daunting, particularly as you try to align categories with your real-life spending. Is Chipotle a want or a need? What about Starbucks (just kidding, it's absolutely a need).Whatever tools or methodologies you decide to use, al...

When I get into conversations with people who are thinking about investing but haven't quite made the commitment, I find that the most common reason they give for waiting is that they don't have the money to get started. That's a totally valid reason! But I've found that time and again when I ask these same people if they've tried "finding the mone...

Any financial professional or investment manager will tell you: because of compound interest, the earlier you start saving and the longer you let your investments percolate in the market, the larger your nest egg will be in retirement. And in general, that's exactly right. But sometimes, other conditions can impact the size of your accounts: inflat...