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Practical insights from our advisors on planning, investing and living well.

Happy New Year everyone! Let’s take a look back on 2018 and then consider what 2019 holds for investors. 2018

The holidays are a time to reflect on the most important parts our lives: our loved ones. The busyness of

Social Security: A closing loophole you should know about This is a must-read for anyone born on or before January

October was a scary month for investors. While many financial analysts are still calling for a higher year-end finish, the

This week I am going off topic and want to share what I learned attending a Tony Robbins Conference recently.

Saving for the future is one of those important but not urgent things. The secret to building a strong financial

I am mom to 3 school age kids and over the past month we went on our annual back to

I thought I would address a great question I am frequently asked. “Julia, is now a good time to invest?

Q: Dear Julia: I always planned on being able to retire when my retirement accounts hit 1 million dollars, this

Can you believe 2018 is already half over?! Every July we review the first half of the year and then

Bad things happen to the best of us, and when they do they seem to come in waves. An emergency

Deciding on when to retire is not only a financial question but it is important to think about the emotional

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