Should I Buy Long Term Care Insurance?

This is a topic we discuss with our clients regularly.  With an aging population comes increased options for retirement living, assisted living and nursing care options.  Along with increased options come increased costs as well which can be exorbitant in…

When and How to Pay Your Taxes

Tax efficiency is an important part of building wealth over the long term.  One simple, but often overlooked way to increase tax efficiency is to pay taxes no sooner than they are due.  A refund is actually the IRS paying…

Memorial Day Roundup

Memorial Day Roundup

With summer reading season approaching, we wanted to highlight a few memorable articles we’ve found over the past couple weeks. With so much quality content available now, it can be tough to narrow down a priority list of what to…

Planning for the Risk of Diminished Capacity

Aging is a fact of life. It brings with it many great things such as a growing family, more financial freedom and enjoying the golden years of retirement. With it also comes the risk of diminishing capacity and the potential…

Planning to Rollover Your 401k?

Have you ever had the pleasure of receiving an audit letter from the IRS? You walk back from your mailbox with the fearful nervousness that you may owe more in taxes than you had originally thought. You suddenly remember that…

Leave Your Emotions at the Door When Investing

Emotions have a sneaky way of taking over our investment thinking. Instead, investments should be evaluated on their merit, not personal emotions that can cloud your judgment and lead you to act in ways that are counterproductive to your financial success….

Monitoring Your Financial Plan

Monitoring Your Financial Plan

The most important – yet often missed – step of having a financial plan created is implementing the plan.  One of the top reasons is that life gets in the way, and managing every aspect of one’s finances takes time. …