February 18, 2021
Estate Planning: Legacy is much more
Leave your legacy in dollars, cents and in who you are, what you mean to others. In the words of Max Lucado-“Outlive your life!” You may think of legacy as a word typically associated with estate planning, charitable giving, and […]
August 3, 2020
What Should Financial Advice Look Like?
The days we’ve all endured in 2020 have been unlike any we’ve experienced in the past. Our cheese has been moved! And millions of Americans have been financially impacted by these historical and unprecedented times. Yet, many Americans have begun […]
June 18, 2019
Do you Know Your Retirement IQ?
Imagine… Imagine rolling into the operating room where you are scheduled for surgery. Then, imagine being handed the scalpel and the nurse saying to you, “You’ll be operating on yourself today.” This is how millions of Americans approach retirement. The […]
August 2, 2017
The Importance of a Good Financial Partner
What do marriage, death, divorce, moving, major illnesses, job loss, buying and selling a home, and having a baby all have in common? It probably gave you a little anxiety just reading that list. These are among life’s most stressful […]
June 12, 2017
40’s…if you haven’t yet, it’s time to get serious
Many wonder in their 40’s, “Am I doing the right things?” Home, kids, student loans… What about the costs of college and lingering credit card debt? For some, you’re well underway with your budget and planning. For others, there’s a […]
Ever wonder if you should have more contact with your financial advisor? We’ve been meeting with people for years who are moving from financial advisors for reasons that almost always include a lack of contact. Beyond receiving your account statements […]
Wow! Those letters after your financial advisor’s name look important don’t they? Any idea what your advisor went through to obtain them? Well, we can tell you because we’ve been through it… Ever see the CFP® marks after someone’s name? […]
