Category Archives: Blog

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 […]

“It’s not what you make, it’s what you keep.” This quote rings true regardless if you’re talking about income, saving, or investing. There is no shortage of places our income can turn into an outflow. One of the most well-known outflows we encounter this time of year comes in the form of taxes. In this […]

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. […]

How do you ensure the financial stability of your loved ones once you are no longer with them? In this post, we’ll discuss the steps you can take now to safeguard the wealth you’ve created, protect against risks, and leave a legacy that will be remembered for generations to come.   Appoint the Right Decision Makers  […]

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 […]

It’s an election year! Who’s excited?  … Don’t worry, I’m not exactly “excited” for an election year either. I am, however, thankful for a country that allows citizens to express their opinions, regardless of how “broken” of a system it may be. There are definitely some not-so-good alternatives.  Okay, moving on.  Since we’re here to […]

In our last post, we discussed the framework for how to set financial goals in 2024. In this post, we will take that a step further and actually look at the types of goals we should be setting for this year. Okay, just so we keep up with all the buzzwords, let’s go ahead and […]

With the new year arriving soon, goal setting season is officially upon us. It is hard to look anywhere and not see some version of someone promoting “new year, new you”. It can be easy to think that every part of our life needs to be adjusted, however it is important to look at goal […]

Many of us have a picture that comes to mind whenever we hear about David in the Bible. Whether it is the shepherd boy in the pasture, the one who killed Goliath with a sling and a stone, or the artistic Psalm writer. Whatever the case, there is a much lesser-known David who was a […]

One of the most common questions I get asked as an advisor is, How do I pull money out of my accounts in retirement? While I wish I could always just give one simple answer to this question, the best answer I can give is the old standby with an inevitable follow up discussion- it […]