It can be very hard to watch as your loved one, who may be happy living independently, starts to decline physically,...
How to recognize the need to provide care for a loved one
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Financial Planning
Providing Care for a Loved one – Money is an Emotional Issue
If you are a caregiver or coordinating Care for a loved one, it is easy to get stressed regarding financial decisions....
Retirement Planning Questions- 4 Questions To Answer Before Heading Into the New Year
Be honest. Have you ever thought, “Am I doing what I should be doing planning for my retirement?” If so, you’re...
Is my financial advisor a fiduciary?
Wondering "is my financial advisor a fiduciary?" Hiring the wrong professional could cost you significant money...
Fiduciary Financial Advisor
Fiduciary Financial Advisor sounds good, but it lacks specificity. Avoid buzz terms and industry jargon. Learn how to...
The Top 5 Things to Know About Independent Financial Advisors
If you are considering hiring an independent financial advisor, make sure you understand and are comfortable with the level of their independence.
What is an IRA?
As part of our #financialliteracy campaign, Kevin, one of our fee-only financial planners, answers the following...
Finding an Independent Financial Advisor
Finding an independent financial advisor is easy. Just google it. But does independence mean you are getting a better...
Donate stocks to charity
“A tax-smart approach to maximize your philanthropic impact” Donate stock to charity instead of cash. A Win-Win...
Good housekeeping – Beneficiary Designations
Understanding beneficiaries and other common mistakes that could cost your heirs dearly. A new year is upon us, and...
What Are You Paying For?
Do you pay for financial advice? You probably do if you work with a financial advisor or anyone who sells investments...
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