Your Financial Plan and Lessons From a Historic First Six Months of 2020
July 1, 2020
Despite market volatility, staying disciplined kept your plan on track in 2020.
Get expert advice that helps you make sense of your finances
August 8, 2017
Summertime brings us joy and excitement in many ways. There’s family barbeques, concerts, and weekend trips to the lake, just to name a few. It’s also a time for new experiences, as fresh empty-nesters pack up their cars and prepare to say goodbye to their recent high school graduates. With the 2017 Fall Semester looming […]
January 26, 2021
Let’s be honest—2020 was a bit of a dumpster fire for many of us. Between the pandemic, a contentious election, separation from family and friends and a myriad of other pitfalls, 2020 is something many of us would like to soon forget. The symbolic act of turning the calendar page from December 2020 to January […]
June 9, 2020
Many factors influence the decision of where to retire. Family, familiarity of surroundings, climate, and cost of living are just a few to consider. What about state taxes? They are often overlooked and just “accepted” as an expense. In the current environment, the trend of where taxes could go based on the financial stability of […]