Feb 10, 2023 | Behavioral Finance, Financial Planning, Housing, Uncategorized
Blog “Do I Need Umbrella Insurance?” Umbrella insurance is an important risk management tool, particularly for people who have wealth, income, or future income potential. Additionally, it’s cheap relative to most other types of insurance! I’m always amazed at...
Jan 27, 2023 | Financial Planning, Housing, Issues that effect todays Market, Uncategorized
“What is one number you are keeping an eye on in 2023?”
Oct 14, 2022 | Financial Planning, Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought
“2022 has been difficult. It’s important to remind ourselves of the positives and remember that “this too shall pass.”
Sep 30, 2022 | Financial Planning, Health Care, Investing, Medical Expenses, Portfolio Diversification, Weekly Financial Thought
Blog “The Importance of a Health Savings Account” If the last few years are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity. Healthcare costs can be a major stumbling block for both the young and...
Sep 23, 2022 | Financial Planning, Weekly Financial Thought
Blog “Financial Tips for Newly Married Couples” Discussing finances is hardly a romantic idea for newly married couples but it is essential for any serious relationship. So many couples stick with their own individual way of managing money, which may or...
Sep 16, 2022 | Financial Planning, Investing, Retirement, Weekly Financial Thought
Blog “Increasing Retirement Success with Small Tweaks” We first published this article in May of 2020, but the reality is that the core topics remain particularly relevant. This past year has seen many people forced into retirement or making decisions on early...
