Financial Planning

Estate Planning Isn't Just for Your Kids - It's for Your Spouse

There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.

Will You Be Ready for Taxes During Retirement?

Don’t live by default—live Life on Purpose and remember that the young person you are today will be the only one to take care of the old person you will be some day. Every year you wait is another year you put yourself at risk. Start planning today!

Top 5 Mistakes Business Owners Make

Are you passionate about your business? Do you want to see your business succeed? Here are the top 5 mistakes that we've found that business owners make.

We Are Due for a Market Correction

There is no crystal ball when it comes to investing, but a correction will occur at some point. Do you have a plan in place for when it does?

Family Support Checklist

Recently, we were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.

6 Things You Probably Didn't Know About Life Insurance

Today there are thousands of insurance carriers, tens of thousands of products and even more bells and whistles on top of that. How do you know what you truly have and if it will be there when your family really needs it?

A Lifetime Tool

September is life insurance awareness month. We recommend talking to a financial expert that knows the rightquestions to ask to assure the correct steps are made to protect those you care about.

Health Savings Account - The Best Kept Secret

Since health savings accounts (HSAs) became available in 2004, we have found that very few people really understand their power.

An Unexpected College Planning Tool

The college experience is simply not was it was when most of you were attending - and it continues to evolve. When beginning your conversations about planning for higher education expenses, it is crucial to identify the most important aspects of your child or grandchild’s unique situation.

Investing is Black & White

This week we sit down and interview our in-house CFA, Aaron Kennedy. He explains why we do what we do when it comes to investing.

Saving for Your Grandchildren

What do you really want to help your grandchildren accomplish? Is it higher education, a windfall for their retirement, taking care of the family they will have some day? Or is it a gift of wisdom that you wish to impart?

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.