Blog
Hurricane Season is Upon Us
As we draw closer to summer, we are quickly approaching hurricane season. Our community has already experienced the severe effects of flooding and storms this year, and our goal is to help prepare you for this upcoming hurricane season.
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Planning Your Finances Like a Business
Learn how to take your personal finances to the next level by managing them like a business. Prioritizing financial wellness is more critical than ever, and our team is here to help you achieve it.
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What Is Your Money Personality Type?
Understanding your money personality can be helpful in shaping your approach to spending, saving, and investing. Here we highlight seven different types.
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Financial Compatibility: How Money Can Impact Your Marriage
Money talk may not be the most romantic, but it's an essential conversation to have in your relationship! Avoid the stress that differing views on money can bring by improving your financial compatibility.
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Long-Term Care: What It Is and How to Be Prepared
Unexpected health events can be costly, which is why it is important to consider the implications of not having a long-term care (LTC) plan in place. We'd love to help you get intentional with your future and wealth.
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Money Through the Ages: Do Generations View Money Differently?
How each individual views personal finances is determined by a variety of things: where we grew up, how our parents viewed money, and, importantly, the times we live in & the stage of life we’re at. Let's see how the generations view money.
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Tax-Loss Harvesting
Tax-loss harvesting may be able to help you reduce taxes now and in the future. Tax-loss harvesting allows you to sell investments that are down, replace them with reasonably similar investments, and then offset realized...
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Weathering the Storm: How to Financially Prepare for Hurricane Season
As the saying goes: "expect the unexpected." While it may be difficult to imagine a hurricane significantly impacting your life, it is always best to stay prepared. This blog will give you tips to help you weather the storm.
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The History of Stock Market Performance Surrounding Midterm Elections
Mid-terms are coming. Months of stock market ups and downs coupled with rising interest rates and inflation have many Americans feeling fearful as we head into November. However, a quick look at history should do much to calm your nerves.
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Grief and Finances: Navigating Loss Without Losing Wealth
Losing a loved one is one of the most difficult transitions we will face in our lives. Having a professional financial advisor you trust can be critical in the days and months following a loss and can assist in keeping your wealth intact.
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Net Worth Therapy: Counseling the Relationship Between Your Brain and Your Money
So far 2022 has been a very trying time for many in the markets. We are in the process of working through a market cycle. The past 10 years plus have been rife with pullbacks, corrections, recession and now inflation. Keeping in mind...
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Elder Abuse: Preserve and Protect
Seniors lose between 27 billion to 37 billion dollars per year[i] to fraudsters, scammers, and theft. What we also know is that there are an estimated 5,000,000 fraud cases per year of which only 200,000 get reported.
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Smart Money Moves When Moving Jobs
Finances touch so many different aspects of our lives. And it’s important that when we experience changes that we reflect on our financial plans and make any necessary shifts. A job change can alter many areas-here is our short list.
Read MoreYour 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
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Financial Illiteracy and Its Impact on Mental Health
As financial advisors we get to know people not only on a professional level but also a personal level. It is vital to know our clients, their lifestyles, and their awareness of financial topics, more specifically their financial...
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Last Week's Wild Ride of Market Fluctuations
Watching the stock market last week might have felt a bit like riding a roller coaster. The week started with a sharp sell-off based on concerns that financial difficulties of debt-laden China could spread to other parts of the global...
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Social Security Benefits: Essential to Your Retirement Plan
You might have heard some good news about Social Security benefits recently. It is now projected that benefits will increase 6.1% in 2022, which would be the most significant increase since 1983.1,2 The official announcement is...
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The Case for Owning Stocks During Retirement
In a previous blog, I highlighted four stages of an investor’s lifecycle and the factors that could compromise financial security during retirement if not planned for in advance. Even if you properly prepared for longer life...
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Tax Planning for the Biden Administration
Tax Planning for the Biden AdministrationPotential Strategies to Combat Increased Taxes Many individuals are stuck in a holding pattern as they wait to see what impact the Biden Administration will have on tax regulations. The...
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The Greater Risk in Retirement
In the world of financial planning, there are four common stages of an investor’s lifecycle. Planning Accumulation Distribution Legacy In the planning phase, you’re considering the investment products and processes to save...
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Are Your Financial Behaviors Affected by These Two Biases?
In a previous blog, we dipped our toes into the world of behavioral finance by looking at what investors give up by giving into loss aversion. However, today I’d like to cover two other biases that can have consequences for your...
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3 Things Investors Lose by Giving into Loss Aversion
In the world of psychology, ‘loss aversion’ is the tendency to prefer avoiding a loss over acquiring an equivalent gain. People often cling to what’s safe, familiar, predictable – because we believe losing...
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How to Be a Smart Investor
For many people, reading about the stock market and investment products can seem like decoding a foreign language. However, a smart investment strategy and long-term commitment can play a significant role in pursuing your financial...
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A Q3 Market Recap and Reassurance for Q4
If there’s one thing we’ve come to expect from 2020, it’s the unexpected. Since COVID19 altered our daily lives in early March, there have been high highs and very low lows, and more volatility should be anticipated...
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