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Blog2020-08-26T08:29:19-06:00

Long Term Care and Your Options

November 14th, 2022|

Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept. of Health and ...

How to Protect Yourself Online

November 1st, 2022|

Cybersecurity is “the practice of protecting critical systems and sensitive information from digital attacks.” You may not be in the business of defending critical infrastructure from online threats. But fraud, identity theft, and online scams that target your finances pose significant challenges for everyone in today’s digital world. Armed with ...

Fall 2022 Economic and Market Update

October 14th, 2022|

What's the status of the TD Ameritrade/Charles Schwab merger?  What do the new IRS Agents mean for you?  What's happening in the global economy and how does that impact your investments?  What's going on with digital currencies?   Where are we now? What are we doing/monitoring in terms of your investments? Tune ...

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 for you to ...

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 ...

Financial Focus Seminar: Economic and Market Update October 2021

November 30th, 2021|

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? What changes are happening in the investment world? What investment options are we monitoring? How to prepare ...

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 ...

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 ...

Gift Budget Planner

September 8th, 2021|

To help you through often expensive special occasions without getting into debt, use this fillable Gift Budget Planner to plan out your expenses.

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 ...

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