Our Blog

We’re halfway there! Halfway to 2025 that is – making it a nice time to reflect on the first half of 2024.

The TSP is often viewed in an extremely positive light, so let’s look at the features and limitations.

Who needs estate planning? EVERYONE - Needs and complexity vary, but estate planning is applicable for everyone.

April 15 will be here before you know it. You should be receiving several documents you will need for filing your taxes.

There are many decisions we make on a daily, weekly, monthly basis that add up over time to affect our financial well-being today and in the future.

Although it is not easy, starting a conversation with your family can bring goals and purposes out in the open to be acknowledged and discussed.

Now that the holiday hangover has subsided, it may be a good time to re-evaluate the importance and value of good cash flow management.

2023 ended more positively than most predicted, but upside variability is not where our emotions are trained to focus.

Money is a top source of relationship stress, but good communication can help.

January is a perfect time to evaluate your existing subscription services.

We think financial planning should be empowering and engaging. We know that when there’s a clear direction and less stress involved with financial decisions, you have more time to spend on the things that are most meaningful to you!

Many articles on investing assume you’ve invested before.  But what if you haven’t? Sometimes, it’s best to start from scratch!

One of our greatest joys is seeing clients make progress toward their goals! During this season of gratitude and celebration, we wanted to share a few client stories.

As we enjoy the fall season and prepare for winter, the annual open enrollment period is upon us.

Planning is so much more than just retirement and investing!

Should you convert some or all of your Traditional IRA to a Roth IRA? It depends.

We always encourage our clients to have an estate plan in place. In today’s digital age, there is a relatively new wrinkle to the estate planning landscape.

Impact Investing – you may think it’s a new buzzword, but it’s nothing new

Is your cash yielding 4%? If not, here’s how to efficiently use your cash.

Difficult decisions can bring joy when they are made with knowledge and hope.

Financial planning is SO much more than retirement planning, and one portion of life shouldn't dominate all financial decisions!

Here are a few things we can do to take action now.

Your financial planner be an advocate for you today so that you can experience financial stability and freedom in the here and now, but they should also be the advocate for your future self!