Reviewing your finances yearly

As we approach the holiday season, this is the ideal time to reflect on your 2017 financial year as well as creating a focus for your financial future starting in 2018. We want to start the dialogue about how you performed this year so we can gain a greater understanding of what needs to happen …

Is inflation coming for us in 2021?

As we watch the news with daily vaccination updates, optimism is starting to creep back. The economic picture is improving. We’re starting to dream of travel, vacations and a resumption of what life was Pre-COVID. Clearly, the stock market and investors expect an economic rebound in 2021 with stock market surges to new all-time highs. …

Q: How Do You Become Financially Fit?

Here are the steps you must take to become financially fit.   How do you become financially fit? There are several steps you need to follow. First, set goals that make sense for you. This means focusing on where you want to end up. Do you want to pay off your house? Do you not …

Choosing the Right Financial Advisor

How do you know if a financial advisor is suited to manage your portfolio?   With so much economic uncertainty going on across the nation and around the world, many of you have been asking about how to find the right financial advisor. What questions should you be asking in order to find the perfect …

The Anatomy of a Bear Market

If you’re curious about how the current stock market situation relates to past bear markets, look no further. Here’s what you need to know.   The term “bear market” is on everyone’s mind these days given the significant hit to the stock market and the subsequent economic shutdown caused by the coronavirus pandemic. Is this …

Explaining Irrevocable Trusts

Irrevocable trusts can be utilized in several different ways. Here’s what you need to know about them.   Today we’re joined by Jenny King for part two of our discussion on trusts. We talked about revocable trusts previously, so today we’re going to focus on irrevocable trusts. A lot of clients come to us and …

Get your finances in shape

As we flip the calendar forward to another year, it’s time to reflect on the year ahead and what is in store for you and your family. Traditionally, with New Year’s resolutions, most people spend time thinking about new diets. But we encourage you to pause and focus on your 2020 personal financial priorities. I realize …

5 Steps to consider when deciding how to retire

According to TV commercials, the dream of retirement looks like wearing flowing, all-white clothes with wind-blown hair on a white sandy beach. Another retirement vision you frequently see portrays a swarm of grandchildren visiting grandparents at a well-built cabin in the woods. No matter what your vision of retirement involves – long walks on the …