Enhance Today | Enrich Tomorrow
We’ve been quite busy around the office lately. Our clients continue to share our name with their friends, family and coworkers. We are so incredibly thankful and overjoyed with the trust you place in our guidance. To most, we’re a…
Estate planning in your 20’s probably isn’t something you’ve considered too much especially if you are single or a married with no children. However, this may be a mistake and is often a misconception that you don’t need estate planning…
Below is an excerpt from Chad Smith, CFP® who wrote about his own estate planning experience as someone in their 30’s: Our conversations started with the simple goal of establishing a guardian for our children to assure our assets could…
At this point in your life, your now juggling more responsibilities all while trying to balance things outside of work. You’ve likely been with your employer for a decent length of time and your income and benefits may have increased….
Below is an excerpt from Haley Modlin’s blog post on estate plans: If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago…
Tips The above chart from JP Morgan’s 2016 Guide to Retirement, provides a glimpse of the life expectancy of someone who is currently age 65. Given the 47% chance that one of you will live until age 90, it’s vital…
Summary Following the Brexit shock in June global markets recovered strongly over the past quarter, with emerging market stocks leading the way. Prior to the recent recovery foreign and emerging markets underperformed US stocks by a wide margin in…
You can also subscribe to our podcast on iTunes or Stitcher. New regulations for 401k regulations are putting even more responsibility on business owners. Understanding these new laws can be a complex, and time-consuming task. With the terminology dominated by acronyms and…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Parents need to be wise about how they will pay for the increasingly…
For the 2015-2016 school year, college costs, including tuition, fees, and room and board, averaged approximately $20,000 per year for a public four-year university (in-state) and around $44,000 at private four-year schools, according to the College Board. In some cases, elite…
