Team perspectives

One of the top questions I receive as a financial advisor is, “What exactly do you do and how can you help someone like me?”

The U.S. housing market is facing unusual times. Mortgage rates are at their highest levels in years, precluding some buyers from entering the market.

If you’re like most investors, you’ve noticed the impact of higher inflation in recent years –whether at the gas pump or the grocery store.

The changing calendar presents an opportunity to reflect, adjust and begin again in the direction of your goals.

While we can’t put a price tag on the love we feel for our furry friends, the reality is that owning and caring for a pet costs money.

If you are preparing to send your child off to college within the next year, you may find yourself filling out the FAFSA.

Many investors care deeply about giving back to their communities, and they often do so through traditional monetary gifts.

For many Americans, the start of a New Year is the time they find out if they received a year-end bonus.

Like many aspects of divorce, managing your finances after splitting up with your spouse can feel complicated and overwhelming.

Each year, the IRS releases new guidelines on the amount of money you can contribute to accounts.

While you can’t control what might happen in the future, you can control how you plan for it.

You can fund tour children’s college education and retirement simultaneously – here’s how.

Those without kids and grandkids may have more financial freedom and flexibility as they enter retirement and beyond.

Here are five concepts that can be helpful for new investors to grasp.

There are many people in this country who are planning their retirement on their own, without the help of a spouse or partner.

If you’re the parent of a recent graduate who you’ve supported financially through college, you may be looking forward to passing the torch to them.

Avoiding the topic can create confusion and headaches down the line if your parents become incapacitated or pass away unexpectedly.

If you’re planning a wedding, you may experience sticker shock as you begin calculating costs.

Downward market volatility can feel particularly scary for people who plan to retire in the near future..

Here are some items to keep in mind as you wait to meet your bundle of joy.

Maybe you’re getting married, moving in together, and life would be easier if you pooled your money together to cover expenses.

Understand Your Financial Situation Before Cosigning Your Child’s Loan

Deciding whether to move to a different state comes with many considerations.

Follow these tips to recommit yourself to your financial goals.

A HELOC can be a valuable and convenient way for homeowners to access the equity they have built in their property and help meet cash flow needs.

If you’ve recently been laid off, or if you’re simply preparing for the prospect of job cuts at your organization, it can help to develop a game plan.

Whatever the case maybe, if you plan to downshift your career – even temporarily – it’s wise to plan ahead.

Congress is once again grappling with a need to raise the federal government’s debt ceiling limit.

If you stand to inherit a property, the gift presents a critical financial decision: whether to sell, rent or keep it.

On top of the toll cancer can take on our health, it can also create significant financial challenges.

A time to reflect on the state of your finances and focus on organizing them in a way that will help you achieve your goals for the future.

If you’re considering a home renovation, keep these tips in mind.

Investors came off a difficult year in 2022

If you find yourself facing an unexpected situation, here are five steps to help you regain your financial footing and confidence.

Do you feel like you have a clear handle on how to manage your insurance needs effectively?

If you find yourself with extra cash – either a lump sum or excess dollars from your monthly paycheck – you may be wondering what to do with it.

With the New Year now in full swing, you may be looking for ways to tighten up your finances.

Investment markets are in a challenging period in which large swaths of the stock and bond market have lost value.

A key financial question for retirees is what to do with their hard-earned retirement savings.

Helping them learn to take care of their finances is one of the most valuable pieces of wisdom we can pass on to our kids.

Those of us who are serious about planning for our financial lives tend to focus most of our attention on strategies to reach our key, long-term goals

If the start of 2023 has you inspired to take on a healthier approach to your finances, you may be wondering how to do so and where to get started.

Deciding which charities to support and at what level can feel overwhelming, but as with most things, it comes down to planning and prioritization.

What exactly constitutes “generational wealth” –and how can you achieve it?

When long-term committed partners share their finances but not the same values and habits around money, it’s ripe for friction.