Our Top Three Year-End Tax Strategies

While tax day seems far away, the end of the year is rapidly approaching – and now is the time to put that aspect of your financial planning strategy into action. Make the most of your financial planning advisor’s knowledge by coming up with a smart tax plan. Here are our experts’ top tips for the […]

Is a Financial Planner Right for Me?

Too often, financial planning seems like a “later” or “down the road” decision. It’s easy to make excuses or put it off based on factors like age, family situation, current finances, or your job. In reality, our independent financial advisors serve individuals, families, and employers of all kinds. Ultimately, we believe we can help anyone […]

FAQs About Financial Planning Services That You’re Too Afraid to Ask

If you’re new to financial planning, you may be nervous about what to expect. For many, the most intimidating part is knowing where to start and it’s not uncommon to suffer from decision paralysis as a result. After all, it’s your hard earned money and you want to be sure you make the best decisions […]

Questions to Ask Your Financial Planning Advisor Before Getting Started

Finding the right financial advisor is a search that should not be solely left up to Google. While it may be easy to find any number of financial management companies near you, locating the right investment advisor is a process that should take a good amount of time and research. After all, this is the […]

Do You Know What You Need to Make to Afford a Home Today?

The temperature isn’t the only thing rising this time of year. During the summer months, home buyers come out in droves and the housing market heats up fast! Houses are moving very fast in this competitive market and buyers must move quickly to get the home of their dreams. If you are currently looking to […]

Don’t Let Saving for College Take a Summer Vacation

With graduation in full swing on campuses across the country, now is the perfect time to start thinking about how to pay for all of that education. The rising cost of tuition has left many parents and students with no option but to take out student loans, accruing a large amount of debt in the […]

It’s Time to Give Your Tax Documents a Spring Cleaning

One of the fastest growing crimes today is identity theft. With so much of our personal information saved across the internet, it takes very little time and effort for cyber thieves to access and exploit your identity. In mere minutes, a cyber thief can gain access to your personal information and open credit cards and […]

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Think You Have a Healthy Financial Plan? Think Again.

Take a moment to think about the health of your financial plan. Is it growing stronger over time and delivering the results you expect? Is it flat lining and showing little potential for the future? Just like maintaining our own health, the health of our financial management requires regular checkups with a professional to avoid […]

Do You Know if Your Financial Advisor is a Fiduciary?

One of the largest legal changes to affect the financial advising industry in years is set to become law. The Fiduciary Rule has been the talk around water coolers at financial advisor offices for a while now but the average investor has likely never heard of it. Despite the rule’s lack of publicity, it will […]