Financial Planning

Your Retirement or College for the Kids - Which Will It Be?

74 percent of the parents with young children are prioritizing by saving for the kids’ college over saving for their own retirement. So, what could this mean for their retirement? Is is possible to save for retirement when you have a 5 or 6 figure education bill in front of you? Find out more on this week's episode!

What Should I Do With My Required Minimum Distribution?

You may find yourself being forced to take a withdrawal from your IRA that you really do not want or need. Did you know that there are creative options available when it comes to your RMD? Let us help you plan today!

A Giving Heart and a Skeptical Mind

Is there a way to know that the money you donate to a charity is being used effectively? We give you some helpful tools to use for your charitable giving. You don't want to miss this week's episode of Life Planning 101!

2018 Year End Planning

As 2018 draws to a close, there are important things that need to be addressed now rather than later. Find out what these issues are and more on this week's episode of Life Planning 101. Also, our in-house CFA Aaron Kennedy joins us to give us a market update. You don't want to miss this!

Medicare Advantage Plans

An Advantage Plan may not be all it’s cracked up to be. Medicare Advantage Plans are not for everyone and you need to know why. Remember that if it sounds too good to be true, it probably is—especially in the world of Medicare.

A Tax Nightmare for Your Business

Do you have life insurance for your business and/or owned by your business? If so, the death benefit is supposed to be tax free, right? It might be. It might not be. Or worse, it could be taxed twice. Don’t leave your spouse and partner with a tax nightmare. Let us help you review this today!

Credit Cards Are Good for Your Financial Health

Looking for ways to improve your credit score? Then you don't want to miss this week's episode of Life Planning 101 featurning credit expert Philip Tirone.

Should I Be Worried About the Market?

We will always live in interesting times. It is sticking to our disciplines that will allow us to make the most of it. Remember today is the first day of the rest of your life. Plan for it!

Is Your Estate Plan in Good Health?

Everyone wants the same thing—good Christmases and Thanksgivings. Everyone wants to pay no more than their fair share to Uncle Sam. This is what we do. Let us be vessel to help get your estate plan to good health in 2018 before it is too late.

Tax Reform - Clean Up on Aisle 3

Have you ever wished you had a “Clean Up Button” in life? We all have messes and well…they’re messy. Believe it or not, Tax Reform has created a “Clean Up Button” for a lot of people.

If Not Now, Then When?

We encourage you to take action so that you, your family, and your business can live Life on purpose.  After all, people don’t plan to fail, they fail to plan.

What Is Your Relationship With Money?

Life isn’t about money, it is about living. Allow yourself to live Life on purpose. Do yourself a favor and control your money so it doesn’t control you.