Market Updates
From Our President
12 Financial Planning Steps for Thirty-Somethings
Many of our client’s children are entering their pivotal 30’s from a planning perspective. Typically in your 30s, you’ll get to experience marriage, parenthood, and hopefully career advancement. These major life events cause an increased need to get your financial house in order.
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Gold: The Pros, Cons, & Our Philosophy
Precious metals are on the rise again. With the price of gold hovering around $1,300/ounce, we are getting a fair amount of inquiries about investing in it (and other precious metals).
READ MORE...The Dow/DuPont Merger: What to Expect
There is little doubt - mergers can be frightening. Below is a list of what to consider, expect, and formulate as you go through what could be a tumultuous few years.
READ MORE...Purchasing a Home: A Guide in 8 Steps
Buying a home can be one of life’s most stressful events. Regardless if it's your first time, or your fifteenth, a little guidance goes a long way in helping alleviate some of that stress.
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Suddenly Widowed: A Financial Guide for When Tragedy Strikes
Sadly, death is a part of life. It's a time of emotional chaos. When faced with the aftermath of tragedy, most of us find ourselves ill prepared. So, what do we need to cover to cope with the fallout of losing a loved one?
READ MORE...What’s My Magic Number? To Retire that is!
Every retirement plan is unique and asks the age old question: How much do I need to retire? It takes a lot of finesse to devise each individual’s “magic” retirement age and dollar amount.
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Financial Lessons from our Founding Fathers
Discover financial lessons from our Founding Fathers. What financial insight can you learn from Benjamin Franklin?
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Purchasing a House: A Great Investment or Huge Financial Planning Mistake?
Owning a house is one of the more tangible milestones of the American Dream. While I strongly advocate owning your own house, there is "the right time" to do so.
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Auto-Increase: Today’s Financial Planning Hack
Auto-Increase: Today’s Financial Planning Hack
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