Financial Planning

Effective Strategies to Protect Your Finances in a Growing Age of Scams and Fraud

As financial scams become more sophisticated and believable, it is increasingly important to educate yourself and protect your finances.  Have you ever received a suspicious email, text, or phone call […]

July 6, 2023 | Financial Planning |

Déjà Vu All Over Again

It has been a while since investors have had to review the rules around FDIC and SIPC insurance, but that is not because of an absence of bank failures, but […]

April 15, 2023 | Financial Planning |

Making Smart Stock Moves in a Down Market  

Spotting the silver lining; Utilizing financial planning to lock in lower stock valuations during a bear market. Arguably, 2022 will offer a future case-study that the old adage “buy low […]

January 15, 2023 | Financial Planning |

End of Year Tax Planning  

There is still time to take control of your 2022 tax bill.  It’s that time of year again.  The 4th quarter holds a special place in my heart.  It’s filled […]

October 23, 2022 | Financial Planning |

Smart Things for Investors to Do During Periods of Volatility  

You can’t control a volatile market, yet you can control your strategies and rein in emotions to lower the probability of making a costly mistake.  You can’t control a volatile […]

July 17, 2022 | Financial Planning |

Values and Legacy: Beyond the Numbers

How to ensure your financial life reflects your values and leaves the legacy you intend. We’ve had a special visitor come to our house recently. Every few months (twice this […]

April 17, 2022 | Financial Planning |

My New Year’s Resolution: Protection from Fraud

An ounce of prevention is preferable to the hours a cure could take. Welcome to 2022! I have always been keen to set New Year’s resolutions, but this year I […]

January 16, 2022 | Financial Planning |

Three Powerful Tax Strategies to Evaluate Now

With 2021 coming to a close, and major tax code changes being debated in Washington, now is an opportune time to evaluate three powerful tax strategies, which could be advantageous […]

October 12, 2021 | Financial Planning |

To Annuitize or Not, That Is the Question

For retirees, choosing the most optimal pension option deserves a rigorous analysis. For many employees in the public and private sector who are facing the prospects of an imminent retirement, […]

July 19, 2021 | Financial Planning |

A Look in the Rearview Mirror

While I could say that this past year has been a rollercoaster, that doesn’t quite capture the true depth and range of emotions experienced over the last 13 months. A […]

April 14, 2021 | Financial Planning |

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