4th Quarter 2022 Newsletter
Financial Planning In Times Of Uncertainty In 2020, the word unprecedented was thrown around like confetti. It found its way into everything. Two years later, a different kind of ‘un’…
Read More
What Happens to My Financial Plan After a Divorce?
If you and your spouse have come to the conclusion that divorce is your only path forward there are some practical steps that you can take to make sure that…
Read More
Avoid the College Credit Card Trap
College is a formative time in the lives of those who choose that path. For many, it is their first taste of life away from their parents and their first…
Read More
Gifting Change For Calendar Year 2022
Cue David Bowie’s 1972 hit song, Changes. You are probably familiar with the opening lyric of the chorus; “Ch-ch-ch-changes.” You may not be familiar with the rest of the lyrics…
Read More
My Parents Are Aging, What Should I Be Doing?
Do you remember the choose your own adventure books we read as kids? In the stories, the protagonist would face a choice and you as the reader would make that…
Read More
3rd Quarter 2022 Newsletter
In The Journey, In The Destination, We Are Anchored The previous two years have provided plenty of newsletter topics as our office has helped countless clients navigate financial questions brought…
Read More
Stay The Course During Market Volatility
Miss Mary Mack Mack Mack. All dressed in black black black. With silver buttons buttons buttons All down her back back back. If you finished this rhyme in your head…
Read More
5 Things to Know About Long-Term Care
Talking about your retirement can be a fun endeavor. It’s a time to think about what life can look like when you have the freedom to do whatever you want.…
Read More
What Does a Financial Advisor Do?
Financial markets can be filled with uncertainty and doubt. This can make financial planning an overwhelming task; however, with the guidance of a trusted financial advisor, you can navigate the…
Read More
9 Steps to Creating a Solid Financial Plan
Does the thought of your financial future leave you uncertain or anxious? Many people feel this way because they do not have a solid financial plan in place. A comprehensive…
Read More
9 Tax Breaks for People Over 50
Tax season is here! As you gather paperwork and collect information for your accountant, look for the tax deductions that apply to you.. Unfortunately, many people miss out on valuable…
Read More
2nd Quarter 2022 Newsletter
I’m Self Employed and I Don’t Know What To Do For Retirement Plans Being self-employed comes with so many great freedoms and rewards. There is nothing like the rush of…
Read More