Financial Insights Blog

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...

Over the last several months, I’ve had many conversations with clients and in social settings on the pros and cons of selling a home in today’s...

As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...

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

It’s not always easy for a couple to walk a journey together for a long time. The elements that frequently draw two people toward one another at the...

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...

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

Retirement is already confusing enough without all the assumptions people make about it. The reality of retired life is that it’s different for...

You’ve done it! You’ve spent time crafting and designing your financial future. But now what? How do we track our progress and hold ourselves...

Having money can give you choices. Money doesn’t promise you happiness nor does it shield you from loneliness, but the choice of how you live with...