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Tuesday, July 1, 2025

Mid-year is the perfect time to review your finances. Revisit goals, budget, taxes, savings, retirement, credit, and debt to stay on track. Small adjustments now can make a big impact by year-end. Let us know how we can help!

Thursday, June 5, 2025

Filing for Social Security is more than picking a date, it’s about making smart, informed decisions. From benefits for children to spousal rules and Medicare timing, here are five key things to know before you claim.

Thursday, May 22, 2025

Considering equity as part of your compensation? Weigh the pros, cons, and tax implications—especially if offered through a 401(k). A financial professional can help you decide what makes the most sense for your long-term goals.

Thursday, May 8, 2025

It is important to review your investment risk tolerance to ensure your strategy still fits your goals and timeline. Risk levels can shift over time, so regular check-ins—and guidance from a professional can help keep you on track.

Thursday, April 3, 2025

Understanding your financial position is key to preparing for retirement. Take stock of what you own and what you owe to get a clear picture of your financial health. This insight will help you make informed decisions for a secure future.

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Thursday, March 20, 2025

A solid financial foundation is essential for long-term stability. Budgeting, emergency funds, savings, investments, and company benefits are all key components. Start early and plan strategically to set yourself up for success.

Thursday, March 6, 2025

Don't let Social Security myths derail your retirement planning. From how benefits are calculated to the program’s future, we’re breaking down common misconceptions so you can make informed decisions.

Friday, February 21, 2025

Do you ever wonder where to pull funds from if you need to? While the right answer depends on your individual financial situation, here are several common sources that we have outlined.

Wednesday, February 5, 2025

There is an old notion that paying down all of your debt is the best use of your money. The ultimate goal for many with this concept is to be able to retire debt free. However, there may be cases that investing additional sums of money...

Thursday, January 23, 2025

Finding the right financial advisor is a significant decision, especially when navigating life's other large stressors. I always remind clients and potential clients that this is a relationship, meaning it needs to be a proper fit on...

Tuesday, September 17, 2024

With so much volatility going on in people's day to day lives and uncertainty for what tomorrow brings, we have been asked by many; what are good ways to cut spending now while still thinking about my future for the long haul? This is...

Thursday, August 22, 2024

Over the last couple of weeks, we have been asked about the merits of investing a large lump sum amount into an investment portfolio or dollar cost averaging into your portfolio. This is a great question and plays into the psyche of...

Tuesday, August 6, 2024

We have been asked many times over the years - "What are different financial decisions I should be thinking about at this stage in my life?". Of course, everyone's situation is different, but on average you do start to see a natural...

Thursday, October 20, 2022

Getting married is a major milestone and a very exciting time in one’s life. I recently got engaged this past summer and since then have realized there are many important steps to take and things to thing about as you approach...

Monday, August 8, 2022

As mentioned in previous blog posts, people utilize heuristics in everyday decision making without even realizing it. Heuristics allow us to make decisions or come to conclusions more efficiently, sometimes leading to faulty choices...

Tuesday, June 21, 2022

In making financial decisions, people often weigh out the likelihood or unlikelihood of an event. For example, which may be a prevalent one at hand, what is the probability of a recession?

Thursday, June 16, 2022

In volatile market times like we are seeing right now; it is easy to get stressed about the stock market. In addition to the market volatility many have stress about their jobs and health making it different than financial...

Tuesday, May 31, 2022

As individuals, we cannot process all the information available to us for a few reasons, such as limited attention, information, and processing capacity. As a result, we use shortcuts called heuristics.

Monday, January 25, 2021

Coming into a New Year, many create great New Year’s Resolutions, this year in conversations I have heard more resolutions than ever in the past! It is unfortunate to see studies show that as many as 80% of these resolutions fail...

Monday, October 12, 2020

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional...

Wednesday, September 23, 2020

Here is a list of steps that we recommend starting with; depending on your situation there of course may be additional pertinent topics. Analyze Income Options Available There are two key different sources of income you may receive...