Why Is Diversification Important?
Diversification is a word closely associated with investing, and its importance cannot be overstated right now. Diversification is the process of allocating … Read More
Mitigate Your Risk
Hopefully you’re finding extra time this summer to spend with family, tackle home projects, and refresh your financial plan. A good place … Read More
Been There, Decided That
Helpful questions to ask yourself before making a major financial decision Major financial decisions can have a profound impact on our lives, … Read More
Don’t ‘Set It and Forget It’
Reasons to update your estate documents So, your estate documents have finally been prepared (yay!). At a minimum, that means you have: … Read More
8 Signs You Need a Professional
If you can relate to the list below, it’s time to talk to a financial advisor. You have excess cash on a … Read More
There’s a wrong way to donate money
If you’re not strategically donating to charity, you might be unnecessarily paying taxes. Believe it or not you could be donating money … Read More
Trusts vs. Wills: Can you explain the difference?
Two types of estate documents that come up a lot are a Last Will and Testament (Will) and a Trust. Both are … Read More
How to Be a (successful) Snowbird
When the long, cold winter has lost its appeal, what does it take to temporarily fly south? Upon retirement, many people decide … Read More
How do you get rid of your PMI?
Know your Private Mortgage Insurance (PMI) rights. Many acronyms are used during the home-buying process: APR, ARM, T&I, P&I, HUD, PMI…the list … Read More
Auto-rebalance: What does it mean?
While the Employee Retirement Income Security Act of 1974 (ERISA) sets minimum standards for employer-sponsored plans, employers have some flexibility to customize … Read More
Stop the Madness
March Madness is usually about college basketball games or more importantly, the bracket you filled out to predict the overall wining team. … Read More