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 …

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 …