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Gain Insight into Planning Your Financial Future so You Can Gracefully Navigate Life’s Transitions

5 Ways to Stay Active This Winter

5 Ways to Stay Active This Winter

As the winter season sets in, we often start to feel the need to slow down. While there’s nothing wrong with slowing your pace from time to time, the fact is, there are benefits to staying active during the winter.

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It’s Taken You a Lifetime to Save – Now How Should You Protect Your Money?

If you’re interested in investing in the stock market but are concerned about protecting your assets from market fluctuations, this video is for you.

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Why It’s Important to Designate a Power of Attorney

Why It’s Important to Designate a Power of Attorney

While you may be in good health today, life doesn’t always go as planned, so it’s a good idea to put a POA in place as a general precaution. Without one, your loved ones can face unnecessary stress and hardship.

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Choosing a Financial Advisor: What Questions to Consider

Choosing a financial advisor can be overwhelming: Where do you start? Who should you pick? How do you differentiate one firm from another? Having been a financial advisor for 20+ years, I’m not afraid to admit that many of us look the same on the outside. There are vast differences between the nature of the…

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Practical Ways to Support Local Small Businesses

Practical Ways to Support Local Small Businesses

Shopping at locally owned small businesses is a great way to give your local economy a boost while enjoying more personalized service from members of your own community.

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How to Budget for the Holidays

Security and peace of mind are much more desirable than extravagant holiday spending. If you want to enjoy the holidays this year and still meet your financial goals for the coming year, you’ll need to create a holiday budget and stick to it.

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How to Make Charitable Giving a Family Affair

How to Make Charitable Giving a Family Affair

Here are some ideas on how you can get the whole family involved with charitable giving, along with what you need to consider before you donate your time or money.

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Year-End Money Moves to Start Planning Now

Year-End Money Moves to Start Planning Now

With the holidays fast approaching, don’t let the hustle and bustle of travel, shopping, and gatherings distract you from what’s best for you and your family. Here are some end-of-year money moves you’ll want to consider now.

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Factors to Consider When Buying Life Insurance

When your time comes to an end, you’ll leave behind expenses that need to be covered, and may also leave behind loved ones that need financial support. Be sure you understand your life insurance options, so you purchase the coverage that’s right for you.

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5 Things to Consider Before Buying a Vacation Home

5 Things to Consider Before Buying a Vacation Home

Purchasing a vacation home may seem pretty straightforward — find a place, buy it, and start living your best vacation life. But in reality, just like owning a “regular” home, vacation homes come with many of the same considerations as homeownership of any kind.

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