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Friday, June 14, 2024

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

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Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Tuesday, January 30, 2024

Welcome to a thoughtful exploration of the complex relationship between finances and mental health. It's a crucial topic that deserves our attention, much like caring for the engine in your car to ensure a smooth and worry-free journey...

Tuesday, January 23, 2024

  It’s a fun time of year for football fans. The NFL playoffs are starting, and the Super Bowl is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Super Bowl halftime...

Thursday, January 18, 2024

Retirement. A word and magical time that is spoken about almost as a whisper. What is it exactly though? Why is it so important? The key is to view it not as a destination, but as the moment your money grants you the freedom to enjoy...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Friday, January 15, 2021

The year 2020 presented us with unique challenges. Never has a singular event had such wide-ranging repercussions as the Covid pandemic. It has touched nearly every area of our lives. Schooling, socializing, family gatherings, travel,...

Sunday, January 3, 2021

Should I consolidate my student loans? Is consolidating loans a good idea? If you are like many other people in your field and everyone else dealing with date, you are probably constantly berated with advertisements to consolidate...

Sunday, January 3, 2021

Small businesses and sole proprietorships have access to a couple of great retirement plans.If you have 1-2 employees (including yourself), then there are a few unique plans you should consider. SEP (Simplified Employee Pension) SEP...

Sunday, January 3, 2021

What should college students know about money First off, we want to begin talking about the college challenge facing many Americans in 2020. We would encourage that if you find the following helpful, to pass it along to anyone else...

Sunday, December 13, 2020

6 Steps That Put You on the Path to a Successful Retirement Achieving your financial goals doesn’t just happen by itself. It takes a plan, implementing the plan, adhering to the plan, and when necessary, adjusting the plan....

Tuesday, December 1, 2020

What to do before you start looking to buy a house? We offer some tips to help position you to purchase your home. Buying a house is an intimidating thing. There are usually more questions than answers, so people often hesitate. We...

Tuesday, December 1, 2020

Should Nurses and Midlevels pay off debt vs. saving and investing? In this video, we explore which should be the priority. How do you know what is the best financial option for you? To pay off your debt or to start saving and...

Tuesday, December 1, 2020

Are you a nurse or midlevel looking to purchase a home in the next few years? Here are some tips to help you navigate the home loans, home mortgages, and other things you should know when looking to buy a home. In this video we talk...

Sunday, November 29, 2020

In this video we talk about an employee benefit for helping to pay down debt, specifically for student loans! This is a PSA for employers to help their employees. Specifically for nurses and midlevels, this is an employee benefit that...

Sunday, November 29, 2020

If you are about to graduate and become either a nurse or a midlevel, then there are some financial planning tips you should know. You have a unique situation where you are probably coming from school with some student debt, while not...

Thursday, November 19, 2020

What is financial planning for a business? Why is it important for business owners? The business owner conundrum is why. Business owners work their whole life building an asset, that is often times a very valuable asset, to be able to...

Thursday, November 19, 2020

How are the markets reacting to the election 2020– a nail-biter For the nation, 2020 has been one of the most difficult years in memory. We are grappling with Covid and its fallout, economic upheaval, racial tensions, wildfires,...

Thursday, October 22, 2020

Imagine yourself at the beginning of the year. You have knowledge that within weeks a novel virus will emerge that will shut down much of the global economy. Businesses will close, sporting events will be canceled, your daily routine...

Tuesday, August 25, 2020

When I take a step back from what is happening in the economy and look at the major U.S. market averages, I see an incredible disconnect. And I am not alone. U.S. Gross Domestic Product (GDP), which is the broadest measure of the value...

Monday, June 15, 2020

2Q20 Although some might take credit, most advisors never saw the first quarter of 2020 coming. In fact, there was reason for cautious optimism that the great bull run, while slowing, was still running. When the Federal Government...