The ongoing developments in the Middle East have many wondering how such events might affect their investments. In our latest video, Chris O'Shea, our Chief Investment Officer, and Wealth Advisor Alec Sunners discuss what is happening in the markets and what it means for your financial strategy.
Most couples have one spouse who handles the finances. And for years, maybe decades, that works just fine. Until it doesn't. When the financially savvy spouse passes away, the surviving spouse is often left with scattered accounts, unknown passwords, and…
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…
By Madison Bennett, CFP®, CFT-I™ As the holidays approach, many of us focus on what to buy, what to cook, and what to plan, but not always on why we spend the way we do. Thanksgiving offers more than just…
By Madison Bennett, CFP®, CFT-I™ As fall approaches, so does one of the most important financial planning deadlines for retirees: Required Minimum Distributions (RMDs). If you are age 73 or older (or inherited a retirement account), you may be required…
By: Andrew V. Tignanelli, CPA, CFP® I am a big proponent of clean energy for a couple of reasons. First, if I can safely and easily get all the electricity I need without paying a utility company, why wouldn’t I? Of…
Written by: Andrew V. Tignanelli, CPA, CFP® Financial planning is seasonal. The seasons can be early career, young parents, business owner, executive, pre-retiree, and retired. The last season of our planning can be the most complex of them all, especially…
Written by: Andrew V. Tignanelli, CPA, CFP® Our job is to educate, not to tell anyone what to do. An educator will still have an opinion, but one must be careful not to let their opinion impact one’s decision. One…
Written by: Andrew V. Tignanelli, CPA, CFP® As I approach over 40 years in this business, I am finally seeing a glimpse of my life’s dream come true. That dream is that financial advisors would operate like other professionals, such as…