Thank You

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As Thanksgiving approaches, we wanted to convey our gratitude to YOU, our clients. We are truly grateful to have the privilege to work with you and to help you attain your financial goals. But, more importantly, we are thankful that our relationship goes beyond that. We are so very grateful to share in your life’s [...]

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Offense/Defense, A Personal Financial Planning Strategy

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Most of our clients are great on their financial “offense” – they are dedicated high-level professionals who earn significant wealth through their income. But, most often, these same people do not have a strong financial “defense”. They can spend their money without even realizing it, on both frivolous expenses and through Autopay events for items [...]

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“FALL” Into Some Beneficial Tax Planning Strategies

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Now that the summer months are behind us, it is time to start thinking about Fall – cooler weather, apple picking, pumpkin spice and…..tax planning. There are many tax planning strategies that you can explore NOW that can potentially save you some tax headaches later. Did you have a large “life-event” or major purchase?  It [...]

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Do you remember “The Talk”?

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We sat down with our team and asked them if they remember "The Talk" with their parents. Do you?

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The Talk

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There are few things in life more stressful than having “The Talk” with your kids: What if they ask something that you don’t know? We realize how hard that can be, but we also know how important that conversation is. We are here to help you start that conversation about finances with your kids. …..Um, [...]

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What is Economic Freedom?

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The month of July brings forth thoughts of barbecues, vacations and Fourth of July fireworks.  Commemorating our country’s independence is a celebration of our independence and freedom. But, what about your finances?   Are you financially independent? Do you have economic freedom? Many people mistakenly think that financial independence and economic freedom are terms to describe [...]

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Sometimes Father Knows Best

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When it comes to advice about almost ANYTHING, most people will turn to their father. From check engine lights to a leaky faucet, Dads can handle it all. Dads support us, guide us, and protect us. It comes as no surprise that as young men begin to settle down, they begin to realize that they [...]

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How are your investments prepared?

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Believe it or not, investment strategists are a lot like chefs – they can all use the same recipe but yield VERY different results. Most investment strategies these days are generated by some sort of risk analysis software. Tell us your risk tolerance and we’ll give you a portfolio.  But, sometimes, a "one size fits [...]

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Talking to your kids about personal finance – at any age

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Only 17 states require schools to offer some form of personal finance education. The educational system can teach advanced topics like trigonometry and physics, but the majority doesn’t teach real-world concepts like balancing a checkbook or creating and keeping a budget. …And the fact that money is often a taboo subject at home only compounds […]

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Couples & Finances : Communication is Essential

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April is Financial Literacy Month and it is the perfect time to assess your own financial knowledge along with helping those around you with theirs.  Every person has distinct ideas of what money means to them.  Does money help you create a legacy or is it the vehicle through which you define your life’s goals?  [...]

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