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
- Financial Planning
Is Your Financial Advisor a Fiduciary? With a recent endorsement, President Obama committed to the fiduciary standards for financial advisors.
- 1 min read
- Retirement Planning
The median life expectancy for a 65-year-old American woman is 86, according to the Social Security Administration. For men, it’s
- 2 min read
- Retirement Planning
Do you think you’re ready to start your dream retirement? This is getting harder to do. In 2014, just 4
- 2 min read
- Retirement Planning
Myth 1: 100 minus your age equals the percentage of stocks to keep in your portfolio. If you’re 40 years
- 1 min read
- Retirement Planning
What is your dream retirement? When the time arrives that you have been working for your entire career, will you
- 2 min read
- Investing & Markets
In late June we all received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European
- 1 min read
- Estate Planning & Giving
Avoiding these seven most common mistakes can help make life easier for those who survive you. Not having an estate
- 2 min read
- Retirement Planning
So, what’s the big idea behind a rollover IRA? With a rollover IRA, the retirement dollars you have saved so
- 2 min read
- Retirement Planning
The Roth IRA is a retirement savings vehicle that was started through the Taxpayers Relief Act in 1997 and named
- 2 min read
- Retirement Planning
What’s the single biggest expense that you will face in retirement? Housing? Recreation? The title of this probably gives it
- 2 min read
- Investing & Markets
The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old”
- 2 min read
- Estate Planning & Giving
Q: How often do I need to review my estate plan? A: Once every three years is a general rule
- 1 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.