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“You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose. You’re on your own. And you know what you know. And YOU are the one who’ll decide where to go…” ― Dr. Seuss, Oh, the Places You’ll Go!   Retirement dreams come in all designs and visions, […]Continue reading

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This past year highlighted small businesses more than any other. The impact from a struggling economy has not gone unnoticed and the support from local shoppers has made the difference between open and closed for many small business owners. If you own a small business, one thing is certain, the responsibility of retirement planning is […]Continue reading

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Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is officially here, and there are many things you can do to be prepared and organized. Here are a few simple tips that can help you save time, stress, and money:   Double-check […]Continue reading

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As we head into the end of 2020, you may notice a change in the way investment plans are presented to you by your financial advisor. The SEC implemented a new ruling called Regulation Best Interest (REG BI) that is aimed at providing better clarity and transparency when it comes to investments that your advisor […]Continue reading

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For young couples just getting started, new commitments, such as buying your first home or having children, bring with them the responsibility of making sure your loved ones will be provided for financially. Life insurance can help your loved ones maintain their standard of living and keep your family’s plans for the future on track […]Continue reading

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For most families, navigating elder care decisions falls somewhere between adult siblings happily gathering together and planning for their parent’s future and siblings who barely speak making rash decisions in an effort to end a difficult conversation quickly. Caregiving has a way of sneaking into people’s lives. Typically, the adult child living nearest the aging […]Continue reading

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With COVID-19 at the forefront of everyone’s mind, many who have been holding off on estate planning are now prompted to quickly finalize estate plans so they will have something in place should illness or worse come calling. Without an estate plan in place, you will have to rely on state laws and probate courts […]Continue reading

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“I’m getting a divorce.” When one hears that statement, the first thought that frequently comes to mind is prepare for an emotional roller coaster and all the expenses that come with it. Every divorce is emotionally and financially challenging when considering all the time and effort poured into a marriage, from shared love and memories to invested […]Continue reading

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