facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Insights & News

Estate Planning: Wills & Probate Thumbnail

Estate Planning: Wills & Probate

While a will is a far more complicated document than a note, leaving a will for your family is not only a considerate move on your part; it may prevent your family from dealing with several hurdles and complications after your eventual passing. It’s a good idea to think carefully about making a plan for you and your estate when you die.

Investment Retirement Funding Insights
Estate Planning: Living Trusts Thumbnail

Estate Planning: Living Trusts

Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point where people think trusts can accomplish much more than they are designed to. But if you are worried about your will being contested or your heirs fighting over your assets, a revocable living trust may be your best option.

Investment Retirement Funding Insights
Up to 85% of your Social Security could be Taxable- Here’s the Formula Thumbnail

Up to 85% of your Social Security could be Taxable- Here’s the Formula

I have had many clients not realize their social security could be taxable. So when you are talking to your advisor about retirement planning, make sure you consider the taxation on all your money. This is why it's so important to have different buckets of money that is taxed differently. Here is the formula to help figure out how much of your Social Security could be taxable.

Investment Retirement Funding Insights
How to Back Up Your Financial Documents Thumbnail

How to Back Up Your Financial Documents

If you’ve accidentally deleted or misplaced a financial document, you already understand the importance of backing up your important files. However, saving your financial documents to an external hard drive is only part of the battle. To truly safeguard your documents, try to keep them saved in at least three places. This could include your computer, an external hard drive, or a cloud service of your choice. This way, if your local storage, such as your computer or hard drive, is damaged, you can restore your files using the cloud. Saving your files this way is perfect when your computer or external storage are both damaged by a power surge, malware, or a computer virus.1

The Great Resignation by the Numbers Thumbnail

The Great Resignation by the Numbers

Last year, the U.S. Bureau of Labor Statistics announced that 4.5 million Americans, or 3% of the entire workforce, quit their jobs in November of 2021.1 Although shocking at the time November was just another record-breaking month in a string of record-breaking months. Named "The Great Resignation" by many, this phenomenon can be seen across nearly all industries.

Investment Insights
Ukraine and Market Volatility Thumbnail

Ukraine and Market Volatility

What is unfolding in Ukraine is extremely troubling. As Russia presses its military advantage, it is inspiring to see Ukrainians defending their country. And while the images of fleeing refugees and bombed out maternity wards create strong emotions, as your financial advisor, we’re here to help you keep those emotions in check as it relates to your financial planning.

Investment Insights
Russia-Ukraine War: The Crude Awakening   Thumbnail

Russia-Ukraine War: The Crude Awakening

The Russia-Ukraine war is a humanitarian disaster. While this latest insight focuses on the impact of the war on global economies and markets, in hopes for a resolution to this humanitarian crisis, be reminded of this quote by Franklin Delano Roosevelt: “More than an end to war, we want an end to the beginnings of all war”.

Investment Insights