Whether it’s a financial topic related to the industry, a current event, or an emerging trend, you can read about it here! If there is a subject you'd like us to cover, please feel free to share it by submitting a request directly here or via our email address: firstname.lastname@example.org.
In the meantime, keep checking-in on our team's latest blog post. If you've missed some of our older posts, simply click on "Show All" at the bottom of this page. We’re glad to know that you're reading along and keeping yourself informed.
A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. With a financial plan in place, you'll be better able to focus on your goals and understand what it ...Read More
You've run the numbers on both your anticipated retirement and college expenses, and you've come up short. The numbers say you won't be able to afford to educate your children and retire with the lifestyle you expected based on...Read More
Yes, you can elect to receive retirement benefits early As you approach retirement, you must decide when to start receiving your Social Security retirement benefits. You may elect to start receiving Social Security retirement benefits...Read More
What is it Long-term care insurance (LTCI)? In return for your payment of premiums, a long-term care insurance (LTCI) policy will pay a selected dollar amount per day (for a selected period of time) for your skilled, intermediate, or...Read More
If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with...Read More
I would like to welcome the newest member to our team, Pete Berneburg. Pete has over 20 years experience in the financial services industry and brings a wealth of knowledge. For over a decade, he is known by the team, as an individual...Read More
Many clients have wondered what the designation, CFP®, next to my name means or may have seen it somewhere, next to another advisor's name. Some may not know what it is designating or why certain advisors would choose to have it. In this...Read More
Leaving a proper legacy behind for your beneficiaries and/or favorites charities will usually take some preparations and the involvement from your legal, tax, and financial professional. Part of this Estate Planning process is knowing...Read More
As we are nearing the end of the year, have you started on your financial review? If you don't know what happened to your money during the past year, it's time to find out! December & January are the perfect months to look back at...Read More
Recently, I was speaking with one of my client and the subject of Long Term Care Insurance came up. Here are some of the topics I raised about it: Who needs it and Why? The longer you live, the greater the chances you'll need some...Read More
Between now and the end of 2018, here are 10 things I believe you should consider about your taxes: 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a...Read More
A penny saved is two pennies earned - Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here are some simple and inexpensive energy-saving tips that may help you save money: Audit First… To...Read More
When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing with the passing of the...Read More