A priority for many families who have been financially successful is creating an impact in the world around them and leaving a legacy in areas they are passionate about. This manifests itself in many ways including charitable giving. When our clients express an...
For many individuals, market fluctuations initiate thoughts of concern and worry and create a desire to avoid the uncomfortable psychological effects of market volatility. The natural response for many individuals is to attempt to time the market by selling before it...
Welcome to the second part of our two-part series on how to maximize your Social Security benefits! In our previous post we covered the fundamentals of Social Security with the goal of providing the basic knowledge that is necessary to understand how to get the most...
In the United States, Social Security plays a significant role in our retirement system and is a component of almost everyone’s retirement planning. It is also one of the most complex programs and is rarely understood by most people. The challenging part about Social...
Choosing a financial advisor is a critical decision. Arguably your financial advisor will impact your future more than any other advisor you employ because finances impact all areas of your life. With that perspective, it is not surprising that many individuals choose...
Who needs a financial advisor? If you ask most financial advisors, they will say EVERYONE! We disagree. We do believe that advisors provide an important and necessary service, but in our opinion, it becomes more important as assets grow, complexity increases, and the...
