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
- Retirement Planning
If you haven’t already funded your retirement account for 2016, consider doing so by April 18, 2017. That’s the deadline
- 2 min read
- Financial Planning
Know What You Owe. View your federal loans on the National Student Loan Data System at nslds.ed.gov. This site does
- 1 min read
- Financial Planning
I’ve heard a lot about online robo-advisors recently. What are these and should I be using an online automated advising
- 1 min read
- Mindset & Lifestyle
Happy New Year! As the 2016 holidays fade into the past, the New Year brings new opportunities and a chance
- 2 min read
- Investing & Markets
Everyday, clients ask me what they should expect in 2017. Should I be nervous, excited, scared, worried or hopeful? I
- 1 min read
- Retirement Planning
Q: Dear Julia: Since turning 70 ½ I must take out my Required Minimum Distribution (RMD) from my IRA (Individual
- 1 min read
- Investing & Markets
Investing is a marathon, not a sprint. The best advice I can give when helping clients invest smarter is to
- 2 min read
- Financial Planning
Another holiday season is upon us! It amazes me that as I get older, the years seem to go by
- 2 min read
- Estate Planning & Giving
Retirement What is an Executor’s job? An executor is responsible for sorting out your finances after your death; generally arranging
- 2 min read
- Investing & Markets
Dear Valued Investor: Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and
- 3 min read
- Estate Planning & Giving
A revocable living trust is an agreement stating how an individual’s property will be distributed and managed during their lifetime
- 2 min read
- Estate Planning & Giving
A revocable living trust can be a useful estate planning tool, but it’s important to understand how they work first.
- 2 min read
Talk With An Advisor
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.