Planning matters

Keep Your Beneficiary Designations Current

Life is always changing. Major life events such as death, marriage, divorce, or having a child significantly change your life. It’s crucial for you to keep the information regarding your beneficiaries up to date…

Read More

Best of 2018

It’s the third anniversary of our blog, Planning Matters. In celebration we thought we’d look back at the top posts of 2018. Here are the top five posts you loved in 2018…

Read More

Setting Successful Goals

Tis’ the season for New Year resolutions. Like others, you may be thinking about goals you want to achieve in the new year. Goal setting is a powerful activity; shaping our dreams and giving us the ability to focus on the exact actions needed to meet the desired goal.

After years of acting as a trusted advisor to client’s life goals, we have a few tips on how to set-up your goals for success.

Read More

Your Last Minute Financial Gift Guide

It’s the week before Christmas and if you still have some shopping to do, don’t despair. We’re rewarding you for waiting to the last minute with ideas that simultaneously fulfill your gift giving obligation while encouraging financial responsibility. Plus, all our suggestions are an easy click away. Read on for details…

Read More

The U.S. Debt Bubble in Five Charts

– Post-2008 interest rate compression engineered by global central banks have resulted in a massive accumulation of debt by both sovereign and corporate issuers.
– U.S. corporate (non-financial) bonds outstanding have grown by 63% to over $6.3 trillion just since 2011.
– U.S. government debt outstanding has ballooned by 148% to over $15.8 trillion since 2008.

Read More