Insights for every stage of your financial life
Practical guidance from our advisors on retirement, taxes, investing, estate planning and living well, so you can make confident decisions about your money.
- Financial Planning, Mindset & Lifestyle
It’s no secret that having a child is expensive. In fact, the average cost of raising a child from birth to 18 is nearly
- 2 min read
Latest articles
- Investing & Markets
October was a scary month for investors. While many financial analysts are still calling for a higher year-end finish, the
- 1 min read
- Mindset & Lifestyle
This week I am going off topic and want to share what I learned attending a Tony Robbins Conference recently.
- 2 min read
- Financial Planning
Saving for the future is one of those important but not urgent things. The secret to building a strong financial
- 2 min read
- Financial Planning
I am mom to 3 school age kids and over the past month we went on our annual back to
- 2 min read
- Investing & Markets
I thought I would address a great question I am frequently asked. “Julia, is now a good time to invest?
- 2 min read
- Retirement Planning
Q: Dear Julia: I always planned on being able to retire when my retirement accounts hit 1 million dollars, this
- 2 min read
- Investing & Markets
Can you believe 2018 is already half over?! Every July we review the first half of the year and then
- 1 min read
- Financial Planning
Bad things happen to the best of us, and when they do they seem to come in waves. An emergency
- 1 min read
- Retirement Planning
Deciding on when to retire is not only a financial question but it is important to think about the emotional
- 2 min read
- Financial Planning
I want to share some financial advice for our graduates. I have worked as a financial advisor for the past
- 2 min read
- Retirement Planning
Starting to take your social security income is a once in a lifetime decision. The most common considerations are deciding
- 2 min read
- Retirement Planning
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday
- 2 min read
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Every financial situation is unique. If you have questions about how this applies to you, our team is here to help you build a plan with confidence.