Giving Thanks and Giving Back

With Giving Tuesday right after Thanksgiving, it's the perfect opportunity for us to discuss year-end charitable donations. Here are a few strategies to consider if you want your year-end charitable gift to have the most impace.

Marriage and Money - When Spenders and Savers Unite

Although money conversations are seldom fun, open communication is the key to a stress-free marriage. If you and your spouse are on different ends of the spending and saving spectrum, it is important to discuss finances early on in your relationship.

Milestones, Money, and Mindsets: They’re All Related

Here we talk about the cycle that is related to your stages of life and, even more importantly, how your emotions and priorities change as you move from one stage into another.

Your Retirement Hustle - How to Turn Your Expertise Into Extra Income

With lifespans growing longer, many experts predict that post-retirement jobs will become more and more prevalent.  As the cost of living continues to rise, many retirees are searching for methods to supplement their incomes by staying engaged in the workforce while also maintaining a high quality of life. Many may find that turning a beloved hobby or area of expertise into a retirement hustle is an ideal option.

Making Your HSA Work for You

As health care costs continue to climb, more and more people are looking for ways to save money on their medical expenses. One way to do this is to open a Health Savings Account (HSA).

How to Retire in a Declining Market: 5 Ideas to Help You Prepare

How will you be able to retire if the market keeps declining? I can assure you that you can prepare to retire during a declining market, you just need to be prepared. Here are five ideas to help you get started.


Where Are We Going from Here? – A Look at the Economy and the Markets

Throughout my interactions with many of you over the past three to four months, I have heard the following regarding how you are feeling about the markets so far this year: “frustrated”, “scared”, “nervous”, “trying to remain patient”, and “when is this going to end?” This extreme range of emotions is not going unheard by me, and I understand where you’re coming from. Here, I want to share with you what I believe needs to start to happen in five tracked economic areas for a more consistent upward trend in the markets and your portfolios.

The Importance of Wills, Living Wills, and Powers of Attorney

Working with our clients on their financial well-being also means helping to ensure that your estate planning is also in order.  There are three important documents that everyone should have in place: a will, a living will, and powers of attorney. Here we take a look at each of these.

Exploring Your Emergency Fund: How Much Is Enough?

When it comes to financial planning, one of the most important things you can do to ensure your financial security is build up an emergency fund. Having an emergency fund gives you a cushion to fall back on if tough times arise, and it can help you avoid going into debt or tapping into other financial resources, like your retirement account.

Traditional vs Roth IRAs- What's the Difference

When it comes to saving for retirement, there are two main types of IRAs: Traditional and Roth. They offer different tax benefits, so it's important to understand the difference before you decide which is right for you. Here's a look at the key differences.