Newsletter Archive
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.
A full year’s worth of archived topics as diverse as Retiring in a Down Market and Starting a New Business can be found in the listings below. Simply click the newsletter topics that interest you to read them in their entirety.
What To Look For In A Financial Advisor
Choosing a financial advisor is a weighty decision, and proceeding with caution can help ensure that you select the right person for your financial needs. While it may not be possible to pursue all the avenues suggested below, accomplishing as many as time and access permit will help you gain a fuller understanding of the…
The Importance of Estate Planning
Estate Planning Defined Estate planning involves arranging and organizing your affairs to ensure your assets are distributed according to your wishes after you pass away. Estate planning involves deciding how to manage and transfer your property, money, and other assets. This often includes creating essential legal documents such as wills, trusts, and powers of attorney.…
Financial Advisors: When, Why and How?
How do you know when it’s time to engage a financial advisor? Deciding to engage a financial advisor is a significant step towards managing your finances effectively, and here are some signs that it might be time to seek their expertise: Major Life Changes: Events like marriage, divorce, having children, or receiving an inheritance can…
Paying For The High Cost of College
If you have children, and want to see them go to college, have you thought about how you will pay for it? According to The National Center for Education Statistics the average total cost of attending a four-year college in the United States varies depending on the type of institution and whether the student lives…
American Family Savings for Retirement
According to the latest data from the Federal Reserve’s 2022 Survey of Consumer Finances, the average retirement savings for American families is around $333,940. However, the median retirement savings is about $87,000. This means that while some families have saved a substantial amount, many others have saved significantly less. How Can I Get There From…
Understanding the Federal Reserve’s Recent Rate Cut: What It Means for You
In a significant move, the Federal Reserve recently announced its first rate cut in years, dropping rates by 50 basis points. This decision has caught many by surprise, with some expecting a more modest 25-point cut. The implications of this rate cut are wide-reaching, affecting various sectors of the economy and individual consumers. To unpack…
The Importance of Your Budget in Financial Planning
By creating a budget, you can ensure that you live within your means, save for future goals, and avoid unnecessary debt. Perhaps nothing is more revealing to a financial advisor than an understanding of your personal spending and financial obligations in extremely specific detail. The careful preparation of a household budget is more than worth…
Is Hiring A Financial Advisor Right For You?
Reasons to Consider Hiring a Financial Advisor Depending on your financial situation and goals, hiring a financial advisor can be a wise decision. Here are some key reasons and times when you might consider engaging one: Stress Reduction: Managing finances can be stressful. An advisor can take on this burden, allowing you to focus on…