Financial Planning

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.

Considering Investment Risk

The Dow hit another all-time high last week! Should you be celebrating… or worried? The market highs of last week will eventually be just a blip in history. Focus on the long-term—and your future.

Creating Financial Windfalls

Would You Like a Financial Windfall? We all would! The good news is you can create one. Remember...Watch your pennies and your dollars will be there.

Understanding Medicare

It is not an easy feat to understand all the aspects of Medicare, much less choosing the plan that is right for you. And unfortunately, we cannot sum up in one article - or even two - how to choose the right plan for you. This is a task that really needs to be coordinated with your entire life plan. But what we can do is help you understand the system so that the task is not so daunting.

Charitable Gift Planning - Not Just for the Wealthy

Do you want to be able to leave money to your heirs and be able to leave money to the charities and organizations that are near to your heart? Here are some creative strategies that could possibly help.

Rejuvenation in June

Hall of Fame Dallas Cowboy Roger Staubach one said: "There are no traffic jams along the extra mile." Are you up for the Greatness Challenge? Check out this week's episode to find out more info.

The Goose That Laid the Golden Egg - Your Business

As a business owner, you spend a lot of time working to make your business succeed. But have you spent the time to protect it or the “golden egg” your business has laid?