Financial, Investment and Estate Planning Blog

As a business owner offering a retirement savings plan to your employees, it's important to know that there are many different plan types — and many different options within each of those plan types — and each can help you address different needs. Let's walk through some of those different options, along with a high-level look at some of their feat...

 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.

 Boxer Mike Tyson famously quipped that "everyone has a plan until they get punched in the mouth." Like a boxing match, sometimes life tries to throw some haymakers. The best financial plan isn't optimized to the cent; instead, it's flexible enough to allow for those unexpected moments while keeping you on track. Fortunately, there are some co...

 Home insurance is so important that you can't even close escrow until you provide proof that you have it. Most people get just enough to ensure the loan goes through and vow to follow up with their insurance company to review their policy later. But the amount of people who forget to do this is astounding. So if you're one of them, you're not...

 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...

The nightmare of coming home to find precious possessions missing or destroyed due to a burglary, fire, or flood has flashed through all of our minds. The reality is it can happen to anyone and without warning. Luckily, buying a safe for your home is an affordable way to protect your valuables. Since sifting through the number of safes on the marke...

 Keeping your home and loved ones safe is a top priority for everyone, and having the proper hardware at your home's main point of entry is an essential part of keeping intruders out. With all the new and more sophisticated technology now available, it's easier than ever to implement top-notch security at your own front door. Consider these th...

Retirement is an exciting time! It's the end of one adventure and the start of the next. Let's make it the trip of a lifetime, and make sure you have enough income to do the things you want to do! The old rule of thumb to prevent outliving your retirement savings is to cap withdrawals at 4% per year. Meaning, if you have $1 million, you can reasona...

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 ...

'Tis the season of fresh berries, even fresher veggies, and of course tomatoes and zucchini galore! It's the best time to eat outside, cook outside, and basically spend as much time outside in every way possible. To make the most of the season, we've rounded up some of our favorite summer recipes, ideal for enjoying on a back porch with a pitcher o...