What are the most important things you really want when it comes to money? To feel secure. Have peace about your financial future. Generate a steady retirement income. Don’t pay more taxes than you have to. Retire with a plan and smart strategy. And what ...
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 ...
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 ...
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 ...
Tune in to our most recent seminar to hear our financial advisory team discuss many topics: Firm updates A Recap of 2020 The Benefits of Using a Financial Advisor: aka Advisor’s Alpha The TD Ameritrade/Charles Schwab merger What’s happening in the Economy? ...
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 ...
To help you through often expensive special occasions without getting into debt, use this fillable Gift Budget Planner to plan out your expenses.
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 ...
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 ...