Blog
I like to provide insight that challenges accepted practices in the Financial Services Industry. My goal is to have content that is unique and designed to help clients make informative decisions when selecting a financial advisor or wealth management firm.
Social Security Simplified: Common Questions and Answers
Whether you are getting close to retirement or even if retirement is still a little way off, here are some common questions and answers regarding Social Security.
Read MoreImproving Your Financial Literacy Can Improve Your Business
Whether you are just starting to explore financial literacy as a business owner or are looking to freshen up your skills, below you will find areas of financial literacy critical to business owners.
Read MoreAsking for Help Is a Strength, Not a Weakness. Here Are 10 Ways a Financial Professional Can Assist
Here are ten ways a financial professional can assist high-performing individuals work toward improving their financial health.
Read MoreRetirement Planning Optimism is Finally Growing
In the evolving landscape of retirement planning, the recent months of 2024 have marked a significant shift in perspective for financial professionals and their clients
Read MoreFabulous February
As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now.
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The Importance of Business Credit and How to Build It
The importance of building credit can’t be overstated. Here are a few strategies to consider to help build it...
Read MoreHow High Earners Can Build a Strong Retirement with Their 401(k)
There are several benefits to having a 401(k), especially if you are a high earner, that offer ways to build a substantial retirement.
Read More8 Financial Wellness Tips to Help Manage Generational Wealth
Understanding and implementing financial wellness techniques is essential for effectively sharing wealth with the next generations. Here are some financial wellness tips to help manage generational wealth transfer more confidently!
Read More4 Tips for Building a Strong Professional Relationship With Your Financial Professional
Choosing a financial professional is a major decision. Here are four tips to help you build a strong relationship with your financial professional.
Read MoreSolid Start to 2024
Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.”
Read MoreStrategizing for Success: The Parallels Between Estate Planning and a Super Bowl Game Plan
Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn't just for the wealthy.
Read MoreYou started a business... Now what?
You started a business, took the initial steps to build a foundation, and are now working to grow and expand your customer base. What are the next steps to take?
Read MoreStrategic Spending: Wise Habits for Long-Term Care For High-Net-Worth Individuals
As high-net-worth individuals navigate the complexities of financial planning during their working years, one critical aspect often goes overlooked—long-term care.
Read MoreYou’re About to Retire: Here are 7 Tips to Stay Independent
The more independent retirees are, the more fulfilling their retirement is likely to be. However, living independently as you age isn't always easy and may take some degree of planning well before you are even ready to retire.
Read MoreImportant Lessons from 2023
The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year.
Read MoreIRS Announces New 2024 Income Tax Brackets
It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to the standard deduction and tax brackets for the year 2024.
Read MoreUnderstanding Capital Gains Taxes and Planning
Capital gains taxes might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners.
Read MoreCrucial Estate Planning Steps Before It’s Too Late
As 2026 approaches, the financial and legal communities are abuzz with discussions about the imminent sunset of the 2017 Tax Cuts and Jobs Act
Read More2024 Contribution Limits: What’s New?
Life today is expensive, and contributing to a retirement plan is more beneficial than ever.
Read MoreA November to Remember
Solid gains for both stocks and bonds gave investors a November to remember.
Read MoreA Look at Tax Planning for Retirement
After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working.
Read MoreDos and Don'ts for Investing During the Holidays
In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday.
Read MoreThe Most Common Estate Planning Mistakes and How To Mitigate Them
In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we leave behind.
Read MoreRinging in the New Year in Your Golden Years
Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.
Read MoreYour Traditional 401(k) Year-End Review Checklist
A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan.
Read MoreElder Care, Caregivers, and Estate Planning: What You Need to Know
If you or a loved one are approaching the point of needing elder care, you may be wondering what your options are. What level of care is right for your situation?
Read MoreHigh Earning Women and Wealth Management
In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets.
Read MoreUnderstanding Capital Gains Taxes and Planning
Capital gains taxes might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners.
Read MoreNavigating the 4 Phases of Retirement
Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready?
Read More4 Reasons Working with a Financial Professional Is Not as Scary as You Think
For some people, the thought of using financial services is a scary experience. It involves planning for a future where you may not know how the economy may be, how your health may be, or what your financial needs might be.
Read MoreSocial Security and the Roth IRA - A Potentially Powerful Combination
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Do You Even Need A Financial Advisor?
How often have you asked yourself this question? How do you know if your needs warrant the service and cost associated with a financial advisor? Determine The Need Engaging an advisor to help you determine if you actually need an...
Read MoreAre you really getting a straight answer when you ask your financial advisor, “Are you a fiduciary?"
Let me start by giving my own opinion on this question: No. This may be concerning to many who read this viewpoint. I’m willing to say, I’ve even lost a few prospects due to my honesty when answering this question. So what...
Read MoreMarket Volatility and Psychological Stress: Is Downside Protection Taken for Granted?
2020 has been, in my opinion, a year that has tested the boundaries of volatility and stability in client portfolios. I thought it would be a good idea to remind investors why equities blended with fixed income under several...
Read MoreOpinion: 3 Warning Signs Your Financial Firm May Not Be Acting As Your Fiduciary
Fiduciary- you may have heard many financial services firms use this word in describing their commitment to providing independent advice to clients. But, can the actual decisions, size and service (or lack thereof) strategy of the firm...
Read MoreIs Your Financial Advisor Working For You?
Is your financial firm or advisor working for you or are they working for a product company? How would you know? Here are a few scenarios to consider when pursuing a new advisor or evaluating your current wealth management firm. The...
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