Author Archives: Tim Bauer

Understanding When a Revocable Trust Becomes Irrevocable

Conversations revolving around Estate Planning and Trusts typically go hand in hand. While very useful, establishing and then also planning for a future with a Revocable Living Trust should be approached carefully and with proper legal advice. In this post, we’ll discuss how a Revocable Living Trust becomes Irrevocable and how to best plan when […]

Building a Diversified Portfolio: A Step-by-Step Guide for Beginners 

The word “investing” evokes a great sense of opportunity, but with it can come an equally great deal of anxiety. Picking the right investments, controlling risk, and managing emotions are all easier said than done. However, with the right practice, even someone with no investing experience can set themselves up for a great future outcome. […]

5 Essential Tips for Choosing the Right Financial Advisor

Choosing a financial advisor carries weighty implications. Money is an all-encompassing tool that affects everyone in every walk of life, regardless of your education, socioeconomic status, age, geography etc. Money is also a deeply personal topic that is associated with many different emotional responses, positive/negative memories, family situations, marital issues, and too many more to […]