Blog & Articles

Is September the Worst Month for Investing?

September 12, 2019

Fall is here. Ok, it’s not actually official until September 22. However, the unofficial start of fall arrived in late August. Starbucks added pumpkin spice drinks to their menu. For many, that’s a surefire sign that cooler weather, football, and fall bonfires are right around…

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Do Our Attitudes About Money Help or Hurt Us?

September 3, 2019

Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or apartment, or pass someone seemingly poor or rich on the street, we feel things and…

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Women & Retirement Planning: Two Unique Challenges

August 27, 2019

Who handles the money in your household? If your home is like most, it depends on the kind of financial planning involved. A new study from UBS found that 85 percent of married women handle the day-to-day financial management in their household. However, the same…

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Updating Your Estate Plan

August 21, 2019

An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your…

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Not Your Parents’ Retirement:

August 13, 2019

How Retirement Has Changed Over the Last 30 Years The world has changed significantly in the past few decades. Thirty years ago, there weren’t cell…

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Will You Avoid These Estate Planning Mistakes?

August 7, 2019

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid. Doing it all yourself.…

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Do You Know Your Risk Tolerance?

July 30, 2019

In an ideal world, you could save money and prepare for retirement without any risks or threats. Unfortunately, risk is a natural part of any financial strategy. There are a wide range of risks that could potentially derail your plan. Medical emergencies, disability, job loss,…

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Taking Charge of Your Financial Life

July 24, 2019

When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which one of you dusts. This is…

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