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Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Tuesday, August 22, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

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Monday, August 7, 2023

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...

Tuesday, August 1, 2023

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA).The Department of Education is calling it the “most...

Tuesday, July 25, 2023

IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

Tuesday, July 11, 2023

Changes to 529 plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...

Thursday, June 22, 2023

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Wednesday, June 14, 2023

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Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

Friday, April 28, 2023

Fun fact: You probably have dozens of credit scores out there, and each one might be a different number.You’re probably familiar with a credit score, why it’s essential, and what it’s used for, but do you know how...

Wednesday, April 12, 2023

As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...

Monday, July 25, 2022

What Is A Business Succession Plan? A business succession plan is a document that outlines the steps that will be taken in the event that the owner of a company dies or is no longer able to run the business.  This document can help...

Monday, July 25, 2022

What Is Holistic Wealth Planning and Why Is It Important? When it comes to your finances, it's important to have a holistic plan in place. A holistic wealth plan considers all aspects of your life - emotional, physical, spiritual and...

Monday, July 25, 2022

Tax Strategies For Real Estate Agents. As a real estate agent, you know that taxes are a major expense. But did you know that there are a number of tax strategies you can use to save money on your taxes? Here are a few bits of advice you...

Wednesday, September 1, 2021

If you have elderly parents, there may come a time you realize they require assistance with their financial affairs. They may stubbornly be reluctant to ask for help, even when they need it. A good idea is to help them with financial matter

Wednesday, September 1, 2021

Wealthy individuals are often philanthropically inclined but must navigate a myriad of options other than a direct charitable gift.  Here we address two common techniques: donor advised funds and private foundations.  A donor...

Wednesday, September 1, 2021

Monday, August 2, 2021

Monday, November 2, 2020

Monday, October 5, 2020

Monday, October 5, 2020

Monday, October 5, 2020

Monday, October 5, 2020

Monday, November 26, 2018

Monday, November 5, 2018