As our population ages, more and more baby boomers are finding themselves in the position of having to take care of their elderly parents. If you find yourself in this situation, there are some things you need to know about long-term care planning and estate planning.
Fine Tuning Your Financial Goals
By starting with a foundation and building upon itself, you can create a roadmap for financial success!
You’ve Inherited Money, Now What Should You Do?
You’ve Inherited Money, Now What Should You Do? Receiving an inheritance, whether expected or not, can be bittersweet. From a financial perspective, the gifted money or assets could bring about positi
Far More is Lost Anticipating the Correction than the Actual Correction
Far more money is lost preparing for the next stock market correction, rather than staying the course through the correction. As Peter Lynch once famously said: “Far more money has been lost by
Should You Be Offering Your Employees SARs Instead of Cash Bonuses?
Should You Be Offering Your Employees SARs Instead of Cash Bonuses? In the aftermath of the global pandemic and “The Great Resignation,” many employers are wondering how to retain their employees in a
10 Questions to Ask Your Financial Advisor
10 Questions to Ask Your Financial Advisor While a variety of options can be a great thing, it can also be overwhelming, especially when it comes to your finances. It’s easy to stress and have doubts
Turning a Disability into an Ability with the ABLE Account
By Matt Ward, CFP® Do you, a friend, or a loved one have a disability? Having a disability should never be viewed as a bad thing. In fact, when it comes to tax incentives and savings, having a
How to Determine Your Risk Tolerance and Why It’s Important
How to Determine Your Risk Tolerance and Why It’s Important By Matt Ward, CFP®, CRPC® Planning ahead is crucial when it comes to investing. When investing, you want to ask questions like, what’
Top 3 Financial Challenges After Retirement
Top 3 Financial Challenges After Retirement Retirement is an exciting life milestone that requires years of forward planning. Once you’re retired, however, the financial planning doesn’t stop. In fact
I’m Never Too Busy to Help Someone You Care About
I’m Never Too Busy to Help Someone You Care About Do you ever feel like that circus act where you have to keep a bunch of plates spinning at the top of tall sticks? I get it. Sometimes it can feel lik