Over the last three years, thousands of pages of tax code have been written – or, should I say, rewritten. The bulk … Read More

What decisions can have the most impact on your life? How much education you get. Education is expensive and the cost continues … Read More

Navigating economic downturns is personal. The economic stress caused by the pandemic has been unique and varying. To put it simply, this … Read More

Diversification is a word closely associated with investing, and its importance cannot be overstated right now. Diversification is the process of allocating … Read More

At least that’s how many people feel about debt.  But debt can be a good thing! Lending & borrowing increase the overall money … Read More

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

Helpful questions to ask yourself before making a major financial decision Major financial decisions can have a profound impact on our lives, … Read More

Reasons to update your estate documents So, your estate documents have finally been prepared (yay!). At a minimum, that means you have: … Read More

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

Last Gift Under the Tree While many of us enjoyed the peak of holiday festivities with family and tried to avoid whatever … Read More