Building a Better, Budget-Friendly Vacation
With summer just around the corner, it’s time to get moving on your vacation plans before it’s too late. Whether you decide to book online yourself or go through a travel agent, here are some tips to help you save time and money. If you’re short on time Not in the...
Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advanced medical directives Will Letter of instruction Living trust The last document, a living trust, isn’t always necessary, but...
Helping Your Adult Children Without Hurting Your Retirement
A large portion of the millennial generation has come of age during complex and challenging economic conditions. The older end of the generation entered the workforce just in time for the biggest market downturn and scariest job market in decades, while being saddled...
Avoiding Tax-Related Identity Theft
If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not surprisingly, it’s also when many crooks and...
What Do Rising Interest Rates Mean for You?
Yesterday’s big news was that the Federal Reserve (Fed) has finally increased interest rates, by 25 basis points or one-quarter of 1 percent. On the face of it, this increase doesn’t seem like it should be considered a major deal, but the widespread media coverage...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
