Planning Matters
We share our expert knowledge and advice because it’s the right thing to do.
Changing Jobs? What You Need to Know (Part 2 of 2)
There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.
Changing Jobs? What You Need to Know (Part 1 of 2)
Whether you’re making a planned transition or have found yourself unexpectedly let go, it can be both exciting and daunting to change from one...
Encore: What Will You Do in Retirement?
We challenge our clients to think through what retirement really means to them, and what passions or pursuits will further enhance their enjoyment in their encore phase of life.
Our approach and process helps our clients to identify goals or aspirations they may not have had the time to pursue while working. Getting clear about what excites you as you transition into retirement, actively pursuing those passions, and giving back by sharing your knowledge and experiences, can be unbelievably rewarding.
This week we’re highlighting Brian who uses his talent to benefit Habitat for Humanity.
Taking Care of Someone You Love When They Cannot Take Care of Themselves
The information regarding guardianships is for educational purposes only. It is not intended to be legal advice. Please consult with a legal professional for specific legal guidance.
There may be a time in your life where you find yourself needing to take steps to care for a child with special needs or an elderly parent who is no longer able to make decisions or act on their own behalf. One solution in this situation is to file for guardianship.
Imagine If This Were You. . . .
Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.
We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.
Saving on Your Spending
Looking for ways to save money on the things you buy? Client Services Specialist, Haley Smart has some ideas for you. Financial plans are a...
