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Financial Tips

Boomer Parents Should Pass Along Financial Lessons to Their Millennial Children
July 7, 2019

We tend to view parenthood as a special time in our lives. Then the kids are grown, parenting is over, and we move into more of an adult relationship with our grown children. But is that realistic? Ask any parent whose college graduate just moved back home, or whose 30-year-old…

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You Can Ignore These Personal Finance Myths
May 1, 2019

There’s no shortage of personal finance advice on the internet. But as with any other subject you research online, budgeting and planning tips can range from helpful, to silly, to outright false. Then there are the beliefs we all hold about our personal finances, which may have been influenced by…

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5 Things You Need to Know About Credit Cards
April 9, 2019

Credit is one of the most misunderstood parts of financial planning. Most of us aspire to retire free of debts; at the same time, we know that using credit can be important for many reasons. A good credit score saves you money on everything from mortgage rates to car insurance,…

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Protect Yourself from These Common Tax Season Scams
February 6, 2019

Tax season might be a bit of a hassle for many of us, but con artists love it. This is the time of year that we’re all rushing to complete our tax returns, we’re feeling anxious about possible audits or delays, and we sometimes let our guard down a bit….

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Retirement Plan Contributions Change in 2019
December 11, 2018

If you’re the type of person who wants to take advantage of every retirement savings opportunity, then we have some good news for you. Beginning in 2019, the annual contribution limit for qualified retirement plans will be increased slightly, allowing you to better prepare for the future while accessing important…

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3 Important Tasks to Tackle Before December 31
December 4, 2018

We realize that everyone is feeling quite busy these days, but we do dedicate ourselves to helping our clients identify important financial planning opportunities. That’s why we wanted to remind you of three simple, but very important tasks that you should address before the end of 2018. Make charitable contributions….

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Adequate Protection for Your Most Valuable Asset
November 18, 2018

What is your most valuable asset? Many people will quickly answer this question by referring to their home, or perhaps some other item of value. But what most of us don’t consider is the fact that our income is actually the most valuable asset in our lives. It sustains us…

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Choosing the “Right Time” to Retire
September 7, 2018

A decade ago, you might have regarded retirement planning through the lens of “how much”. You set a savings goal, and you’ve been working diligently toward it ever since. But now that you’re (hopefully) seeing some progress within your retirement account, your point of view might shift to “when should…

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Three Financial Goals to Accomplish in 2018
July 8, 2018

The new year has arrived, and many of you probably made some resolutions to accomplish certain changes in your life. As your financial advisors, we of course hope that you considered your finances when planning for those changes. Whether you know your situation needs a bit of work, or you’re…

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What is Index Investing and is It Effective?
October 16, 2017

Growing one’s assets is a pretty common goal, and yet, there are an infinite number of ways to accomplish that goal. What works for one person might not be exactly right for another, so it’s important to understand your options and choose a strategy that makes sense to you personally….

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