Blog
The New Normal Retirement
It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan. Over the next few decades, as life expectancy and years in...
How Do I Know if a Financial Professional is the Right Fit?
How do you know if your financial professional is the right person to manage your life savings? It’s an important decision and choosing the person (or team) that will help you pursue your financial goals can be tough. It pays to shop around to find the right...
Talking to your Aging Parents about Finances
For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents age, especially if they live into their 80s and 90s, there's a chance that they may lose their cognitive function and be less capable of managing...
Repaying Student Loan Debt – 4 Tips to Get Started
Walking across the stage and receiving your college degree can be the first step toward adulthood. Gone is the structure of education, replaced by the uncertainty of finding your first professional career. But one thing that is often certain after graduation is...
Should You Prioritize Retirement Savings over College Savings?
As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children’s education? It’s possible to do both, but with the cost of college education and retirement rising...
Are Emotions Controlling Your Personal Finances?
If anything good has come from the last few years of uncertainty and volatility, it’s that many of us are becoming more financially literate. We’re more aware of our finances and are better at prioritizing our expenditures. We’re also more aware of how important it is...
Understanding Your True Risk Tolerance
The recent stock market volatility, the bear market, the ever-growing inflation rate, and ongoing supply issues have taken a severe toll on the American psyche. For some, it has forever altered how they perceive and manage risk. Understanding your risk tolerance is...
Finance Lessons for Your Teen
If you’ve had to reconsider or drastically change your spending and saving habits because of the current economic environment, you’re not alone. But there may be an opportunity in this current market to teach good financial habits to your teenagers; ones that they can...
Investment Strategy: Where You Are Now vs. Where You’re Headed
From CEOs to athletes, most people striving for a certain level of performance are constantly assessing where they are and where they want to be. Regularly checking in helps them decide if they’re effectively using all their resources. Sure, it may seem OK to...
Organization Tips to Help Take Time off Taxes
It’s tax season! And though it comes at the same time each year, many Americans still file for tax extensions. Whether you choose to work with a tax professional or file on your own, staying organized can help you meet the April 15th deadline. Here are some ideas to...