3 Good Reasons You Shouldn’t Skimp on Your Financial Education

As you review your personal finances and take stock of your investments don’t forget to assess the value of your own financial education. Sure, you have a knowledgeable financial advisor who handles all of that for you, but your own personal understanding of finances can help you make better, more informed decisions, or at least […]

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Budgeting Effectively, the Foundation for Financial Wellness

Budgeting effectively is an imperative skill to have, in fact, it is the foundation for overall Financial Wellness, and a fundamental piece in achieving financial freedom preserving your wealth.  However, recent studies have demonstrated that only 1 out of 3 Americans create a budget every month. It is not an easy task, but it also […]

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Talking to your kids about finance while avoiding an Eyeroll

As parents part of our job is to teach our kids how to be successful in life the best we can. This often includes having discussions about important issues and there may be nothing more important than the subject of money and finance. This can often be difficult since many us weren’t given much information […]

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What to Do with an Old 401k From a Previous Employer

In your lifetime, chances are you have switched jobs at least once.  Changing jobs is complicated enough and managing a 401K is the last thing on one’s mind when switching employers.  A survey done in 2013 by ING USA showed that half of American adults who participated in an employer-sponsored retirement plan, such as a […]

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Retirement and the Increasing Life Expectancy

Retirement is a relatively young concept; only two or three generations old. Perhaps one of the more significant economic challenges of our time is an aging population with insufficient retirement assets. With life expectancy increasing there is the potential that many may outlive their income.  

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Educating Your Children about Money

Over and over again we have heard our clients say that they were never educated about money in high school or college, which has led to mistakes that could’ve been avoided. As a parent you can teach your kids the basics of finance and help them avoid many of these missteps. Start by teaching them […]

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Trust the Financial Advisor Who Knows When to Say “No”

Early June marked a dramatic change in the financial industry. All financial advisors are now legally compelled to work with the best interest of the client in mind, as fiduciaries. Despite this, you still have to look out for the advisors that truly work in your best interest instead of just trying to make you […]

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Being Financially Savvy is A Family Business

Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings. We’re comforted by the thought that family members would probably bail us out if we got into money trouble. We strive to help our children financially, and we’d like to bequeath them at […]

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You had a 529 plan, but your child gets a scholarship.

You’ve invested in a 529 plan and are set for college, but your child gets a scholarship. Is that money wasted?   First things first. What is a 529 plan? A 529 plan is a saving plan for future college that’s run by the state or individual colleges. They are legally called “qualified tuition plans,” […]

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Buying a Car: Leasing vs. Buying as a Business Owner

Whether you need a fleet of vehicles for your delivery staff, a few trucks on hand for company errands and sales trips, or you want to provide executives with a company car as a perk in their overall compensation package, business owners face the tough decisions about financing company cars. From choosing the right vehicle […]

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This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.