Every week, clients ask us: Should I pay off my mortgage or invest? How much do I really need to retire? Is now the right time to start? If you've been wondering the same things, you're not alone. Financial advisors…
In this video, Alec & Roger review common mistakes people make regarding their 401(k).
In this video, Alec & Peter discuss the benefits of taking social security early vs. delaying taking social security.
In this video, Alec & Jackson discuss what to be planning for if you intend to retire next year.
Roger shares a powerful story of the moment he was reminded why financial planning is about so much more than your account balance; it's about the life you want to live.
By Madison Bennett, CFP®, CFT-I™ As the year winds down, most people think about holiday plans, travel, and preparing for the new year. But there’s an often-overlooked opportunity hiding in plain sight—a year-end financial clean-up can streamline your life, save…