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Pay Off Debt? Or Save for Retirement?

According to the Federal Reserve, 35-year-olds have an average student loan debt of $42,600. The increase in college costs and the rising importance of a post-secondary education for improving income are a big part of this. Many surveys conducted in recent years have discovered that Millennials share a resistance to...

Who Can You Believe? Seven Signs of a Trustworthy Advisor

As many investors learned during the tumultuous year of 2020 and the difficult markets of 2022, reliable financial and market advice has never been more valuable. And yet, when the markets are experiencing wild swings such as those we saw during the pandemic or falling into doldrums as they did...

Mindful Investing

Articles about the benefits of meditation are everywhere these days, and for good reason. The past few years have been unusually stressful, and people are looking for non-addictive, healthy ways to manage their stress and anxiety. Thus, I got interested in mindful investing.

Annuities: What to Consider

Historically, annuities have been a controversial topic and often subject to criticism among financial advisors. And, to some extent, there is good reason for this. Annuities have been synonymous with aggressive sales tactics and high fees. But is there ever a case for purchasing an annuity? And what are the...

Time for a Checkup: Are Your Healthcare Planning Documents Up to Date?

Should You Begin Transferring Your Wealth?

There’s an often-quoted maxim regarding inherited wealth: “The first generation makes it; the second generation builds it; the third generation blows it.” Indeed, uncertainties around the next generation’s ability to exercise wise stewardship of family wealth have led to the drafting of many a trust document, many clauses in wills,...

Secure Act 2.0 – What’s In It For Me?

At the end of December Congress passed a bill (signed by President Biden) authorizing roughly $1.7 trillion in new Federal spending.

Two Charitable Options To Give More Strategically In The New Year

Even though the past few years have been a challenge for everyone in very personal and different ways, one commonality we all share is that these unusual times have reminded us to cherish what we do have and review/revise our life priorities.

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