Financial Planning

Tell Me 'Bout the Good Old Days

There are people and things that you hold very dear to your heart. Take some time this week to write them down and share them with your family.

How Tax Efficient is Your Portfolio?

Mutual funds aren’t the only investment vehicle that can help you accomplish your goals. Let us help you learn how to make your portfolio tax-smart.
 
Our in-house CFA Aaron Kennedy joins us this week on our LifePlanning101 podcast to give us a market commentary.

You Have Arrived

Allow 2020 to be your year of clarity, sharpness, awareness, and coordination so that you may begin seeing more clearly and ‘living LIFE on purpose’.

Be Done With Debt...

…or at least bad debt. You can be done with bad debt with a little direction and a lot of accountability. So why not make a plan and make it happen?

Your Year-End To-Do List

Wow! Where has 2019 gone? We’d like to offer you some generic nuggets of advice. Here are the top five planning priorities for the rest of the year.

What Should I Expect from My Investments?

Whether you are fearful or greedy right now, remember to stay disciplined. It's important that you know your long-term plan and stay consistent.

The Next Big Investment Scam

Could you fall victim to it? Emotions coupled with decisions will decide your fate 99 percent of the time. Stay rational and keep educating yourself.

No Way Around It

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

I Don't Understand Investing

Many people get caught up in the news, economic conditions or watching the volatility in the markets, confusing that with the true basis of investing.

A Simple Estate Plan?

Estate planning is something that too often people lose sleep over when they shouldn't. Procrastination surfaces from the complexity of the task. This week we talk about the 5 steps of estate planning. You don't want to miss this!

August Volatility Report

August has not been fun.  As humans, we tend to feel pain much stronger than we feel joy.  In other words, we can lose that feel good feeling about the market from just one bad month.

Turning 50 May Be Your Last Hurrah

Fifty is a defining time in your life. You get one last hurrah to help the old person you will be some day. Here are top five “Turning Fifty” tools to help you live LIFE on purpose!