Guides

How to Hire a Financial Advisor

Posted on June 7, 2019
Guides

Why should you hire a Certified Financial Planner?

Posted on June 7, 2019
Blog

Baby Boomers and Digital Assets

How many password-protected accounts do you have? If you keep mental inventory, use a password manager, or have a written record of your passwords (which […]
Posted on June 4, 2019
Blog

What Investment is Right for You?

How many options are too many? What investment is right for you? Investing in 2019 is probably as confusing as it’s ever been. You have […]
Posted on June 3, 2019
Blog

Are Volatile Stock Markets Good for Investors?

When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there […]
Posted on June 1, 2019
Blog

What’s the difference between a financial advisor and financial planner?

It seems each week the financial industry comes up with a new term, or recycles an old one, of what we should call ourselves.  Financial […]
Posted on May 31, 2019
Blog

Shortfalls of the 401(k)

If you work for a large company, you may have a 401(k).  It’s that account that you pay into every pay period that the company […]
Posted on May 29, 2019
Blog

Is the economy slowing down?

Every day we’re bombarded with headlines filled with buzzwords like tariffs and trade wars. Geopolitics and socioeconomics. Throw in the occasional wild cards of natural […]
Posted on May 28, 2019
Blog

Non-Qualified versus Qualified money

The investment community is a loud and confusing place for the savvy, experienced investor, let alone for someone who’s trying to figure out what’s right […]
Posted on May 24, 2019
Blog

Inheritance Choices: What Will You Leave Behind?

History is full with examples of parents taking actions they believe will improve the lives of future generations. In 1780, then President of the United […]
Posted on May 15, 2019
Blog

Saving for retirement…when you make a lot of money

Save for retirement….invest more….save more….. We hear this constantly as young professionals…Almost anything we read on Facebook, CNBC, or any other source of news is […]
Posted on May 12, 2019
Blog

Paying for College

While your high school student is taking standardized tests, parsing college choices, and raring for graduation, you’ll probably find yourself spending some time with net […]
Posted on May 10, 2019
Blog

Financial Empowerment

I’ve spent a lot of time over the last several months trying to get my arms around our message.   What do we do that’s unique […]
Posted on April 30, 2019
Blog

Here’s where to start if you want to retire early

At a time where so many Americans see “retirement” as a pipedream, it’s hard for most to even imagine a scenario where “early retirement” is […]
Posted on April 16, 2019
Blog

How to prepare for a changing bond market

The words ‘bear market’ seem to be thrown around a lot no matter what the markets are doing.  When you read or hear them, remember […]
Posted on March 19, 2019
Blog

7 Reasons a Roth IRA May Be a Good Idea

It’s almost tax time. During April, many people take advantage of the opportunity to reduce taxes by funding a Traditional IRA. While that makes sense […]
Posted on March 10, 2019
Blog

Start talking about retirement

If you ask people what creates stress in their lives, money is often at the top of the list. Stress in America: Paying With Our […]
Posted on March 1, 2019
Blog

What to do when you inherit money

Inheriting financial assets can be a bittersweet experience. Odds are that you’ve experienced the loss of a loved one or someone you were close with. […]
Posted on March 1, 2019