How Often Should I Update My Estate Strategy?
This blog will provide a guideline for how often investors should review their estate strategy and also include some important life changes that should prompt an immediate review.
The Essential Guide to Asset Allocation for a Secure Retirement
A common question from our clients who are approaching retirement age is whether we should consider adjusting their asset allocation given this big life event. Suddenly, they will no longer be contributing to their accounts and will instead be taking money out of your retirement savings!
Why Did I Owe Taxes? The Most Common Reasons Why You Had to Pay the IRS
A common question we get from clients, family, and friends is: Why did I end up owing money when I filed my taxes this year? It’s not surprising- no one likes to see a big payment due come April 15!
Which Financial Documents Should You Back Up?
This blog will talk about what financial documents you should back up to ensure your financial safety.
How Can I Best Help My Grandchildren Pay for College in the Future?
Getting an early start helping your grandkids pay for college is a smart approach. Most of us are very aware of how much college costs have been increasing in recent history. In fact, if you compare college costs from 1980 to 2020, the price to attend a four-year college full-time increased a whopping 180%! Starting some early savings for your grandchildren can allow you to take advantage of tax favorable investment options and compounding interest.
What Documents Should I Keep vs. Shred?
This blog will provide tips to help people understand what documents they should keep and what documents they should shred.