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 ...

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 ...

When markets are as volatile as what we’ve been experiencing, it can actually be a good time to make progress toward your long-term financial objectives. No matter what’s happening in the economy and financial markets, we’re always on the lookout for ways to bring you ...

Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let’s wait until it’s over, hoping to catch the market at its lowest point before buying in. Or in rising markets, maybe they seek to ...

Written By: Daniel Carnes Jaime Dimon is a name you will only hear over the major news outlets. And for good reason. He is currently the CEO of the largest bank in the world, JP Morgan. Since he’s in a prominent position in the world, ...

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 ...

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

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 ...

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 ...

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 ...

Thank you to all who attended our annual client appreciation barbeque at ElderAdo Acres! Here are some fun pictures from the day. ...

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 ...