Finances, ugh. We understand that not everyone enjoys dealing with money matters. In many joint households, financial responsibilities often fall...
May 24, 2021
True confession: I almost failed economics in college. If all the concepts taught were around food items, like the Big Mac Index, perhaps I would have been more successful. Talk about a fun way to break down a complex topic like exchange rates. Today's blog post takes a look...
It's the season for spring cleaning and we don't just mean around your home. Your finances might need a spruce up too.
Have you ever wondered why we always ask you to bring so many documents when scheduling an appointment?
-Current tax return
-Current investment statements
-Retirement plan information
-Life insurance and Long-term care policy information
-Current Mortgage statement
-Social Security estimate of benefits statement
-A list of questions and goals
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.