What first comes to mind when you see the word?
Most people think of money, assets, and financial net worth. We know wealth is much more. Wealth is also about abundance of experiences…fulfillment….purpose in family relations, community involvement, and life.
We counsel our clients on identifying satisfying life experiences, clarifying and aligning their wealth and improving overall quality of life, to achieve life's best outcome.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It sounds simple, but paying yourself first can really pay off.
Marriage changes everything, including your insurance needs.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Learn when it may not make sense to file a claim on your home insurance.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here’s a guide to explain all the parts of Medicare.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
There are three things to consider before dipping into retirement savings to pay for college.
A special needs trust helps care for a special needs child when you’re gone.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A bucket plan can help you be better prepared for a comfortable retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.