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Blog2020-08-26T09:26:30-06:00

Should You Consider a Financial Caregiver?

July 28th, 2022|

Age and poor health can quickly impair a person’s ability to deal with life’s many issues, including money. There are many avenues you may decide to take for a loved one (or you may recognize that you desire some assistance yourself). Below we cover a ...

Bitcoin Basics Seminar Replay

May 31st, 2022|

What is Bitcoin? What is the blockchain? How can it be used? What risks does it pose? What should you know about investing in Bitcoin? Many of you have been asking to learn more about Bitcoin, so we put on a seminar ...

Fiduciary: Funny Word, but Vitally Important Criteria

April 14th, 2022|

Thankfully, many professionals including doctors and lawyers are held to certain standards within their industries that require them to put the interest of their clients first. Professionals that are legally obligated to put their client’s interest first are known as Fiduciaries. However, this standard is ...

Smart Ways to Invest Your Tax Refund

April 14th, 2022|

Do you have a rainy-day fund? Is if fully funded? You understand the importance of reserves. Whether it’s a home repair, auto repair, a layoff or unexpected bill, having cash set aside will ease the financial burden. We recommend three to six months of readily ...

Top Longevity Resolutions

January 24th, 2022|

Our job is to manage your money so that it will last you for your lifetime. But how can you maximize your longevity? Take this quiz to get an estimate on your lifespan based on your lifestyle. Prioritize Sleep: Don’t underestimate the importance and positive ...

What is it about September?

October 11th, 2021|

September has historically been the worst month for stocks, according to St. Louis Federal Reserve data measuring monthly S&P 500 performance over the last 50 years. If you are wondering whether the trend has abated in recent years, the answer is no, it hasn’t. Over ...

Important Document Checklist

September 8th, 2021|

What you should Keep, Store or Shred There are many documents that can accumulate in a lifetime. This checklist is intended to help make it easy for you to keep organized and to know how long you should keep documents. As financial advisor we ...

10 Ways to Save After Retirement

September 8th, 2021|

Want to hang on to your gold in your golden years? Then keep saving even when you’ve stopped earning. Here’s how. Take the same approach to money management you did before you kissed the 9-to-5 grind goodbye. Careful planning, money management and saving will go ...

Social Insecurity

August 6th, 2021|

Americans are living longer each year. Every 6 years, the average life expectancy increases by 1 year. For example, the US life expectancy at birth was 60.8 years in 1921 but has increased to 77.8 years in 2021. Since Americans are living longer, saving for ...

How to Manage an Inheritance or Windfall

July 12th, 2021|

Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most have. But, riches that easily fall into your hands can quickly slip through your fingers. A study found that 1/3 of the people who received an inheritance had negative savings within two years. For ...

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