5 Common Planning Mistakes You Can Easily Fix
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing...
Read More
6 Key Risks to Retirement (Part II)
Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have...
Read More
6 Key Risks to Retirement (Part 1)
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think...
Read More
Your Job Transition Financial Checklist
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a...
Read More
3 Reasons to Wait to File Your Income Tax Return
When working with lumber, the hard and fast rule my father and uncles taught me was to measure twice, cut once. You...
Read More
Five Financial Ways to Say, "I Love You"
There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is...
Read More
6 Ways to Safeguard Personally Identifiable Information (PII)
Identity theft is very real. And our digital lives make it easier than ever to be hacked. Think about your week. How...
Read More
Eat the Eggs, Not the Geese
Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum...
Read More
You, Me, And Philanthropy
Back in December I did a quick Google search for a non-profit I regularly assist. It led me to “The Online Giving Sunday...
Read More
5 Tips for Long- Term Care Insurance Planning
We are fielding more and more questions about long-term care insurance, which is in line with what studies show as the...
Read More
Make Room for the "New"
I’m a New Year’s baby, so I’ve always looked forward to the holiday. More than just a new calendar year, it marks...
Read More
Santa Makes a List and Checks it Twice, So Should You
Welcome to the holidays, which can be the most expensive time of the year! From thoughtful gifts for grandchildren, to...
Read More
