Meet the Planner Series: Patricia Spies®
An important part of our holistic approach to Financial Planning is getting to know you and developing a relationship so we can help you with opportunities and life transitions as they come. We’re also excited for you to get to know us better in the process. Meet Patricia Spies, CFP®, one of our financial planners…
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Are Your Resolutions Looking a Little Different this Year?
We spend a lot of time talking to clients about their upcoming goals for the short, medium, and long term. Many involve some financial aspect: remodeling the kitchen, paying for college, taking a dream trip, replacing a vehicle, paying off debt, early retirement. Having a clear idea of how much a goal will cost and…
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Millennials, Prepare for Your Financial Future
Today’s blog post takes a look at a few ways millenials can be taking the right financial steps to setting up a financially secure future.
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Tax Planning Time
It’s warm outside and chances are you’re thinking about your air conditioning more than taxes. But now is an ideal time to understand how changes to the tax law affect you. As your financial advisors, we have these changes on our radar and wanted to make sure you’re thinking about them too – in between sips of your cold lemonade, of course…
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Are you ready for your raise at 70½?
At the beginning of each year, we spend a lot of time talking with clients about their Required Minimum Distributions, or RMDs. So, what is a RMD and who does it impact?
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