Planning matters

Why a simple budget is a great place to start

Whenever I talk with friends or peers about what I do, I essentially get asked the same thing, “How do I save?” Which leads to the question, “do you have a budget?” Often when talking to friends about finances, I find most millennials don’t have a budget. This is likely because they don’t even know…

Read More

Pearls of Wisdom: Should You Pursue a Graduate Degree?

Many people consider going to graduate school, but fewer actually do. Daunted by the variety of options for pursuing a graduate education, they become overwhelmed, or start to doubt whether a higher degree is worth the cost in time and money…

Read More

Respect the Estate

The news of Aretha Franklin’s death to cancer is tragic to the music world and all who admired her. In the days following her death, I enjoyed hearing information about her life and contributions to music history. One of things I found befuddling…

Read More

Inheritance – Part 3: Property

In Part 1 and Part 2 we discussed inheritance for both Qualified and Non-Qualified investment accounts. For Part 3, we’ll take a look at some things to think about when you are leaving or inheriting property, such as homes, cars, land, art or jewelry…

Read More

Setting Your Small Business in Motion, Successfully

Some of our clients own their own business; more of you may decide to start one someday whether as a career, for extra income, or as a retirement activity. The Small Business Administration (SBA) estimates that there are more than 30 million small businesses (defined as those with fewer than 500 employees) accounting for over 99% of all companies in America. So, how can a small business get on the right track and be successful?

Read More