Financial, Investment and Estate Planning Blog

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...

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...

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...

Your thirties are an exciting time! For many, it's the decade to take significant steps forward in setting and reaching personal and professional goals. So it's important to focus on a couple fundamental things that are key to getting and keeping your financial house in order.First and foremost, utilizing a budget is essential to always know where ...

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...

U.S. Markets The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor's 500 Index tacked on 7.99 percent, while the Nasdaq Composite added 3.90 percent.1  Volatile for a few weeks  October opened with a powerful two-day rally, but the momentum faded. News that Britain's prime minister had reversed her tax cut p...

Many clients have children on the cusp of turning 18 and some have already hit this landmark birthday. It's such an amazing milestone to celebrate that it may leave you wondering how the years flew by so quickly. But just because your child is now officially an adult doesn't mean they aren't going to want or need your financial guidance or help. An...

Winter weather can be hard on cars. Staying on top of your auto maintenance ensures that you, your vehicle and your wallet are protected when harsh conditions arrive. And the best time to tackle this checklist is in the weeks before Thanksgiving. Here are three categories to consider when making sure your car is ready to tackle tough wintertime dri...

We've been talking about smart estate planning and retirement preparation throughout this series of tips to help you avoid making mistakes in your own estate plan. As most of us think about retirement and leaving assets to our heirs, we often consider only the upside: How will I spend my golden years? How much will my children or loved ones inherit...