Beyond the emotional challenges in divorce, there are critical financial considerations that can impact your future stability. Our team cares about providing you with the knowledge you need to make informed decisions.
5 tips for estate planning
Creating an estate plan is the best way to make sure your wishes are honored, and your loved ones are taken care of long after you are gone. We’ve put together steps to make this a simple process for you.
Preventing financial scams and fraud
Technology is a modern-day convenience that has improved our access to a myriad of services and information. Although there are many benefits to advancement in technology, it has also opened an avenue for fraudsters and bad actors to prey on innocent consumers.
All about 529 plans
Do you know the ins and outs of 529 plans? In this month’s blog, Jeff tackles some of the important benefits.
What to do with an unexpected windfall
Whether a distant family member leaves you a large amount of money or you get a big surprise bonus from work, there are several beneficial ways to make use of unexpected money.
Do you need life insurance?
Life insurance can be an important factor to consider in planning, but needs may often change according to the stage of life you're in. Here are a few tools to evaluate your current needs.
Open enrollment reminders
Open enrollment season is coming, which means it’s time to review your current benefits and consider selections that will have a positive impact on your financial situation.
Help your finances to stay “healthy” with a check up
When was your last financial check up? In her latest blog, Lis outlines four topics to keep in mind and make sure you review during a financial check up.
All about long-term care
Whether it is encouraging a parent to make decisions or developing a plan for yourself, long-term care is a topic that needs focus. The sooner you plan, the easier it is to protect your financial assets.
Three factors for financial independence
There are many paths to financial independence and no one path is the same. However, here are some common ways you may consider to help build wealth.
Savings considerations for 2025
The beginning of the year is a great time to revisit your savings and life goals. Make sure you are doing everything you need to realize your dreams.
Setting financial goals in the New Year
The start of a new year is an opportune time to focus on refreshed financial goals. In this article, Lis McNealey Davies shares a few tips on how to best set financial goals and create a plan for success.
College Investment Planning
The thought of saving for your child’s college expenses can be overwhelming. Here are some considerations when navigating the world of education savings.
Personal document storage
Do you know what personal documents are crucial to keep in paper form? Here are some good reminders on what to keep, where to store, and when to shred your personal documents.
Top end-of-year financial tasks
By reviewing these four items, you can have greater understanding about taxes for the current calendar year as well as be more financially confident as it relates to your financial goals.
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