Is Your Estate Plan Keeping Up with the Digital Age?
Who will get to read your emails and blog posts when you die? Can my kids get copies of my digital photos and mp3 music files after I pass away?…
Take Charge of your Finances
Spring Clean your Finances
Spring has officially sprung! While you may take this as an opportunity to spring clean your belongings, make sure you look at your financial life as well as it is…
Irreducible Uncertainty
Having a plan in place is the backbone of financial planning. Without it how do you make decisions? How do you know you aren’t paying more taxes than you have…
Do Millennials Have a Higher Net Worth Than Their Baby Boomer Parents?
Net Worth = Assets – Liabilities So where does our income fall in this equation? Depending on the earning years remaining, this could have a very large impact…
Episode 27 – A Financial Advisor’s Top 10 Investment Lessons Learned
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. This article was previously published on USA Today and NerdWallet.com. Have you…
The Greatest Risk to Your Financial Success
There are a lot of risks to having financial success. One risk is spending too much. Even spending an extra $5,000 per year over your sustainable spend rate can have…
Married Couples: 6 Savings Strategies
We work with a lot of couples to help them plan for their long term goals. In some cases, we work with couples who keep their financial lives separate. Often…
Checking in on Your Retirement Contributions
Have you made your 2016 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time!…
Top 10 Most Read Posts of 2016
We spend a lot of time researching topics throughout the year to share with our clients. We thought you may be interested in reading our top 10 most read blog…
Best Tips for Your Young Child’s College Savings
I was recently quoted in the Ask the Expert section of Money.com regarding tips on savings for a young child’s education. The entire article can be found here, but a…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.