What’s on our mind? You can read about it in our blog. We’re glad to have you reading along.
Friday, October 1, 2021
LEARN ABOUT THE DIFFERENCE BETWEEN WILLS AND TRUST You may not know the difference between a will and a trust. As you're estate planning, you should know your options and the proper tools to achieve your asset distribution goals....
Read More
Wednesday, September 1, 2021
It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...
Read More
Sunday, August 1, 2021
Are you happy with your current financial professional?Have they met with you to discuss how recent market fluctuations could affect your financial plans? When was the last time the two of you sat down to really discuss...
Read More
Thursday, July 1, 2021
As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8%...
Read More
Tuesday, June 1, 2021
A solid strategy will help put you on the path towards a happy retirement. If you work with an experienced financial professional, they can help you retire with confidence knowing you’ve taken steps to protect your assets.Are...
Read More
Saturday, May 1, 2021
It can be exhausting trying to keep up with the whims of Wall Street.Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead.Wall Street’s focus on...
Read More
Thursday, April 1, 2021
Most people understand that stock prices don't go straight up. But when market volatility increases, the price action can test the mettle of even the most seasoned investor.In recent weeks, stock prices have trended lower with a few...
Read More
Monday, March 1, 2021
Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and...
Read More
Monday, February 1, 2021
Married? Should You File Jointly or Separately Some big changes come with getting married, and that includes your taxes. For the first time, you have the option to file jointly or separately. How romantic!While the IRS recommends that...
Read More
Friday, January 1, 2021
7 Retirement Mistakesto Avoid in 2021 Planning ahead and keeping a close eye on your finances are two of the most important ways you can ensure you get to enjoy your retirement and get the most out of your golden years. As we begin...
Read More
Tuesday, December 1, 2020
As you likely know, there are more and more attacks on our security online every day, and it’s even more frequent around the holidays. This time of year, be on guard for cyber criminals. To help you stay safe, here are some...
Read More
Sunday, November 1, 2020
With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...
Read More
Thursday, October 1, 2020
In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...
Read More
Tuesday, September 1, 2020
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at...
Read More
Saturday, August 1, 2020
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke...
Read More
Wednesday, July 1, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their...
Read More
Monday, June 1, 2020
When we think of emergency preparedness, flashlights, bottled water, and first aid kits immediately come to mind. While having a physical emergency supply kit on hand is an important first step when disaster hits, being financially...
Read More
Friday, May 1, 2020
Rolling over the assets in your workplace retirement plan to an IRA can be a great move. IRAs typically offer more investment choices while allowing you to continue accumulating earnings on a tax-deferred basis. However, making a...
Read More
Wednesday, April 1, 2020
Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all too real. Many Americans are making financial...
Read More
Wednesday, February 12, 2020
You may have read in the news about the SECURE (Setting Every Community Up for Retirement Enhancement) Act that went into effect on January 1, 2020 and wondered if it will affect your retirement accounts. This Act makes some very...
Read More
Tuesday, December 31, 2019
Just like so many who commit to exercise and dieting as a New Year’s resolution, it’s also a good idea to take stock of your financial situation and add some fiscal goals. Taking a good look into your overall savings plan,...
Read More
Monday, November 18, 2019
Choosing an executor to your estate can be tricky. Here are some things to consider while working through the details.
Read More
Tuesday, December 4, 2018
With the holidays approaching, it is likely you are searching for the perfect gifts for the special people in your life. Even more likely, you are spending more money than you normally do throughout the year. I’m here to remind...
Read More
Wednesday, November 14, 2018
With the great success our business has had over the past six years, expanding our team was only necessary. I saw what Landon had to offer and thought he'd be great for the position and for our business.
Read More
Monday, May 21, 2018
No matter where you are in your retirement planning journey, it's a good idea to check in on your 401(k) account from time to time. Ask yourself these questions to see if it's time for a review.
Read More
Thursday, April 5, 2018
We’re nearing the end of tax season *cue sigh of relief*. You may have already received your tax returns, or they may still be on their way. So, now what?
Read More
Wednesday, December 9, 2015
December is a great time of the year to talk to your financial advisor about possibly converting Traditional IRA dollars to Roth IRA. The strategy that we use is to talk with your CPA or tax preparer and do a mock tax return to see if...
Read More