Independent Financial Services | Blogs
Estate Planning 101: Protecting Your Legacy
Have you ever thought about what would happen to your cherished family recipes, your grandfather's pocket watch, or your hard-earned assets if something unexpected occurred? Most people push these thoughts aside, viewing estate planning as...
I Have Young Children, What Can I Teach Them About Money?
Financial literacy is a gift which can last a lifetime. Only 1 in 6 students will be required to take a personal finance course before earning a high school diploma, according to nonprofit Next Gen Personal Finance. I love when clients bring in...
Building a Resilient Financial Plan Amid Market Volatility
Watching market swings can feel like riding a roller coaster - exhilarating for some, terrifying for others. Recent data shows emotional reactions to market volatility often lead investors to make decisions that could impact their long-term...
What Are Some Suggestions on Discussing Estate Planning with my Family?
You’ve achieved a certain level of success, and you understand the privileges of significant wealth come with challenges. Among those challenges is successfully passing your wealth and values on to the next generation. Without careful planning,...
The Role of Women in Wealth Management: Strategies for Success
The wealth management industry stands at a crossroads of transformation. As traditional approaches evolve, women advisors are reshaping client relationships, bringing fresh perspectives to financial guidance, and redefining what success looks like...
What are some Myths of Medicare?
A: Many find Medicare hard to navigate. Here are five common Medicare myths: Myth: Medicare offers free healthcare. Fact: The Affordable Care Act allows Medicare beneficiaries an annual wellness check at no charge. Beneficiaries also are entitled...
Unlocking Passive Income: A Guide for Financial Freedom
In 2024, roughly half Amereicans say that they’re living paycheck to paycheck, caught in the cycle of trading time for money. Yet a growing number of people are discovering paths toward financial independence through passive income streams, with...
How can I make my Retirement more Purposeful?
Q: How can I make my retirement more purposeful? A: You may have seen some new retirees who have a hard time adjusting to retirement when their jobs are suddenly over. Many aren’t quite sure what do to during this new lifecycle. Here are 3...
The Market has been very Scary this Year. What are Some Ideas to Weather the Storm?
Q: The market has been very scary this year. What are some ideas to weather the storm? A: Remember, you are invested for the long-term, so try not to let the short-term ups and downs prevent you from realizing your long-term financial goals. Your...
Retirement Planning for Business Owners: Balancing Growth and Security
Business owners often find themselves in a unique paradox - their greatest financial asset, the business itself, might also represent their biggest retirement planning challenge. Most pour every available dollar back into their enterprise, viewing...
