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Monday, June 10, 2024

You've built a solid foundation for wealth and are moving closer to retirement. Your kids are adults with financial pressures and goals of their own, and your parents, if living, are advanced in their years...

Wednesday, June 5, 2024

If you find yourself simultaneously raising your own children while tending to your parents as they grow older, you’re not alone. Often aptly referred to as “the sandwich generation,” it’s at this unique stage that you're sandwiched...

Tuesday, April 23, 2024

Throughout previous stages of life, you might have become accustomed to keeping your financial matters fairly close to the chest. Now, however, would be a good time to start involving your family as you develop and effectuate your estate...

Monday, April 15, 2024

Now that you’re approaching retirement, your kids are most likely all grown, with financial plans and pressures of their own. This might make you reluctant to burden them with more information and decisions...

Thursday, April 4, 2024

Without knowing it, you may be part of the so-called "sandwich generation." These are people who find themselves at the life stage in which they are caught between raising their own kids while watching their parents grow older...

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Monday, March 18, 2024

Are you on the brink of retirement or settling into your golden years? This chapter of your life can be exciting and rewarding, especially if you're well-prepared. One of the biggest concerns on your mind, however, is probably money...

Wednesday, March 6, 2024

Conversations about finances aren't exactly romantic, and budgeting can be a touchy subject, especially when you have different views about spending and saving. Before discussing how you'll handle your bills and other expenses, be sure...

Monday, February 26, 2024

If you're like most retirees, running out of money is likely one of your biggest fears for your golden years. The good news is that careful planning and tax-efficient drawdown strategies can help you enjoy the lifestyle you've dreamed of...

Tuesday, February 20, 2024

Retirement is a significant milestone in life that, for many people, brings both excitement and apprehension. As you approach this phase, ensuring your financial health becomes paramount. It's the time when you should reap the fruits of...

Monday, February 12, 2024

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill. It involves selling investments at a loss to secure capital gains that may be taxed at more favorable rates...

Wednesday, February 7, 2024

Even if retirement isn’t in your immediate future, saving and investing now can help you live comfortably after you’re done working. One of your most impactful opportunities to save, and even earn, over time is by investing in your 401(k).

Thursday, January 4, 2024

The start of a new year is an ideal time to set financial goals. Maybe you're aiming to save more money this year or are prioritizing paying off debt. Whatever you're dreaming of for 2024 and beyond, here are some financial resolutions...

Monday, December 18, 2023

Hospital bills can be scary and overwhelming. If you owe medical debt, you're not alone. Studies show that 1 in 10 Americans owe medical debt. Let’s explore how to navigate often intimidating hospital bills and how to advocate for yourself.

Monday, December 11, 2023

If you're approaching retirement, you're probably already familiar with some common steps to help you save money, including contributing to your retirement savings plans and avoiding early withdrawals or overly conservative investing...

Monday, December 4, 2023

Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies available to nearly everyone...

Monday, November 27, 2023

At some point in their lives, most people will need some long-term care whether that's at an assisted living community or at-home medical care. When preparing for this future, it can be hard to know where to start...

Monday, November 6, 2023

Interest rates are the price tags for borrowing money. It's the extra amount you owe on top of the original loan. Dreaming of buying a home? Learn more about how changing interest rates can affect your mortgage payments...

Tuesday, October 31, 2023

Competing against J.P. Morgan, Merrill Lynch, and Morgan Stanley, Cetera's advisory platform won Wealth Manager Platform of the Year at this year's MMI/Barron's Industry Awards...

Monday, October 23, 2023

A health savings account (HSA) is more than a way to pay for certain medical costs. It can be a tax-free vehicle for boosting your income for a financially rewarding retirement. Learn more about saving for medical expenses, and beyond...

Wednesday, October 4, 2023

Open enrollment is coming up soon, and it's important to know about all your insurance plan options before deciding which one is right for you. Two options you could have are an HSA plan and a PPO plan...

Friday, September 22, 2023

Transitioning into retirement can be both exciting and challenging. After years of hard work, you finally have the opportunity to relax and enjoy what are often called your “golden years.” This major life change often requires careful...

Tuesday, September 12, 2023

Conversations about money can be tense and uncomfortable, especially when it’s a conversation with your long-term partner or spouse. Money problems and miscommunications about finances can cause tension and lead to larger issues within a...

Thursday, September 7, 2023

Buying a car can be an exciting experience. Deciding what type of car fits your needs the best, picking out the features you have to have – all crucial decisions to make. But have you thought about how you’re going to finance this new car?

Monday, August 21, 2023

Have you considered downsizing? Although it’s common for people to think that “bigger is better,” it can be worthwhile to consider the pros and cons of downsizing and whether a smaller home can serve you, your lifestyle and your goals...

Monday, August 7, 2023

You already know that naming beneficiaries for your retirement accounts, life insurance policies and other assets is a critical component of estate planning. I want to call out a few common gaps I see in this process so you can avoid...

Monday, July 24, 2023

Did you know an estimated 70% of wealth passed down doesn’t make it past the second generation? Up to 90% disappears by the third generation. This is why proper financial education, and an established estate plan are important. Building...

Thursday, July 13, 2023

If you just started a new job or are preparing for life changes, it’s important to check in on your employee benefits. But what do “employee benefits” include? There are three overarching types: insurance benefits, retirement benefits...

Monday, February 6, 2023

Although 401(k)s are typically included in financial planning conversations, it’s important to understand the ins and outs of how a 401(k) plan works...

Monday, January 23, 2023

Inflation doesn’t mean the end of a comfortable retirement for those who’ve planned, because I’ve been planning with inflation in mind. Here’s why:

Tuesday, January 17, 2023

Nice and cozy can turn to cabin fever in a hurry. I’ve been there and recommend these activities when it’s time to break up that winter monotony...

Monday, January 9, 2023

It takes hard work, time, and dedication to pursue your ideal financial future. Setting goals can help you carefully consider what you want your financial future to look like and help you work towards that. Here are a few helpful tips...

Friday, January 6, 2023

We have all heard bad financial advice at some point in our lives. These misconceptions seem small but end up doing more harm than good. Here are a few of the most common misconceptions we’ve heard repeated by clients...

Wednesday, December 7, 2022

Purchasing a home can often feel like a rite of passage, but you must put the proper amount of consideration into whether you should buy or rent property. Contact the office today to get more information before deciding to buy or rent.

Wednesday, December 7, 2022

One of the most basic principles of pursuing the growth of long-term wealth is diversification. A diversified approach to building wealth helps to mitigate risk while capturing the benefits of rising markets.

Wednesday, December 7, 2022

As you near retirement, this could be a convenient time to consider moving into and living in an independent care facility. Contact the office to discuss how this change may impact your estate plan.

Wednesday, December 7, 2022

If you are unsure about whether you’ll need to file a Form 709 with your taxes during tax season, or need help answering any questions you may have about Form 709, contact the office today.