Five Questions about Long-Term Care

by | Jun 23, 2019 | Monthly Tips

Greetings to all, and happy summer!  As the baby boom generation ages – about 10,000 people per day in the U.S. turn 65 – long-term care considerations are receiving more attention in the media, and with good reason.  Many people do not adequately consider...

Buying a Home: How Much Can You Afford?

by | May 31, 2019 | Monthly Tips

Spring and summer are prime home buying seasons, and buying a home is the largest purchase most people will ever make.  Before making this large investment, it is important to understand how much you can afford.  The answer is different for everyone, and...

Test Your Knowledge of Financial Basics

by | Apr 27, 2019 | Monthly Tips

Congress has designated April as National Financial Literacy Month in order to raise awareness about the importance of financial literacy education in the United States. National Financial Literacy Month is the perfect time to focus on your saving, investing, and...

The Benefits of Tax-Advantaged Savings Vehicles

by | Mar 27, 2019 | Monthly Tips

Happy spring to everyone!  It is nice to finally have some more frequent sunshine and somewhat warmer temperatures. This month’s edition of Financial Planning Tips focuses on the benefits of tax advantaged savings vehicles.  Understanding the tax considerations of...

Investing Basics

by | Jan 20, 2019 | Monthly Tips

I hope the new year is off to a good start for everyone. This month’s edition of Financial Planning Tips focuses on investing basics.  With the recent volatility in the financial markets, many people have become fearful about their investment portfolios and what the...

Year-End Financial Planning

by | Dec 11, 2018 | Monthly Tips

The end of the year presents a unique opportunity to look at your overall personal financial situation.   With factors like tax reform, life changes or just working towards your goals, now is an especially important time to review things.  Taking what we now know...