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Move Past the Immediate, Plan for Your Goals

Jun 23, 2020
Now that you’ve handled what’s urgent, it’s time to focus on what’s important. But what is really important to you? Is it helping those in need? Is it leaving an inheritance for kids or grandkids? Is it…

June 21st Market Recap

Jul 08, 2021
Market recap for the week of June 21, 2021: Click here to view the market recap. Inflation fears had an impact on the markets last week while folks try to figure out if this is transitory or signs of…

Virtual Townhall: Dimensional Fund Advisors - Who Are They and Why Should Investors Care?

Jul 20, 2021
Virtual Townhall: Dimensional Fund Advisors - Who Are They and Why Should Investors Care? Tuesday, August 17th 3pm-4pmVia Zoom Guest Apollo Lupescu, PhD, Dimensional fund Advisors Dimensional Fund…

Tax Planning Tools During Times of Uncertainty

Sep 27, 2021
There are tax consequences to virtually any financial move you make – whether it’s investing, saving, spending, donating, or accumulating. Those tax considerations have a direct impact on how much money…

Your Master List: A Guide for Your Family, Agent, and Executor

Oct 22, 2021
If you were to become incapacitated or die tomorrow, would your spouse, agent (the person you granted power of attorney), or executor be able to easily take over your financial affairs? Would they know…

College Savings Planning Tips

Nov 30, 2021
Planning for the expense of college presents many challenges – some obvious, others not so much. The amount is typically unknown until shortly before attendance will begin (and in some cases, can change…