Financial Insights Blog

It’s rumored that Albert Einstein once said, “Compound interest is the eighth wonder of the world. He who understands it earns it; he who doesn’t...

If your children or grandchildren have reached ninth or tenth grade, you’re likely in the middle of the college search process. Let me tell you, this...

As a Certified Financial Planner™ and father of four amazing children, I’m smack-dab in the middle of a very frustrating situation that I believe may...

College tuition costs continue to rise at an alarmingly steep pace, and many families are blown away by the sticker shock associated with a four-year...

How often have you had to shell out cash for unforeseen dental work, plumbing issues, storm damage, vehicle repairs, travel costs, school supplies,...

We are officially halfway through 2021, and wow, what a year it’s been. If you’re like many of our clients, you may have taken this midway point as a...

As a Financial Advisor, one of the many roles I play is “professional nag.” The thought of working through (and paying for) a comprehensive estate...

It’s a wonderful thing to have enough wealth where you have the flexibility to share it with others. Many of our clients find themselves in the...

Each year comes bearing new challenges to address, obstacles to overcome, and opportunities to seize. Understanding your financial plan puts you in a...

Creating an estate plan that dictates the distribution of your assets is important so that your family will be financially taken care of if something...