Financial, Investment and Estate Planning Blog

Finances and Estate Planning are 2 critical life areas you can't leave to chance. In this blog, I will share various articles, tips and advice to help you navigate these areas. But a personalized 1 on 1 chat will always trump reading a blog. Call me today!

It’s Time for a Mid-Year Check-In

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 ...

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The Power of Compound Interest

 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.

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401(k) Distribution Dilemma

We all look forward to the day when we can finally call it a career! Time to kick back, relax, and collect our carefully planned and hard-earned retirement savings. But rushing into withdrawing your retirement funds without the best distribution method can prove costly. When you retire, some employers require the distribution of your 401(k) funds a...

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A Retirement Plan Isn’t a Luxury – It’s a Necessity

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 ...

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Financial Planning Tips for Single Parents

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...

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Get SMART About Your Budget!

Budgeting can sometimes feel like a chore, particularly if you had a tough month where you spent more than you wanted to. Seeing every transaction pile up can be disheartening. Don't get lost in the weeds with how you're doing – get back on track with why you're budgeting! Whether you want to pay off debt, build up your savings, save for retirement...

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3 Ways to Set Goals You’ll Keep

The new year is an opportunity for new beginnings – including setting new goals! Whether big or small, setting resolutions can help create a path to greater happiness and freedom. Here's the thing – setting and keeping resolutions isn't one size fits all, so this year, try a different approach to keep those resolutions! SMARTSMART goals are Specifi...

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Are You Certain Your Retirement Strategy Is Safe?

In the wake of the pandemic, more than half of all Americans could end up struggling financially in retirement.A lot of that has to do with recent market volatility both domestic and international. Over the last ten years we've seen the market break records over and over. However, that cycle has changed, and many losses have already occurred. For s...

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3 Steps for Making a Successful Budget

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...

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3 Things Before Reviewing Your Progress

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 ...

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